Retirement tax questions

@tdaryl 

However...you should note that the SSA-1099sm does NOT go in with the regular 1099-R forms, there is a separate menu line for you to select to enter that information.  The menu line indicates that it is for SSA-1099 and RRB-1099 forms

 

If you do not see the whole list of Income menu items...look for the text below what you have entered....to select a text line that says something like "See more Income items"....or something like that.  

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*