MayaD
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Retirement tax questions

Form 1099-R is used to report the distribution of retirement benefits such as pensions, annuities or other retirement plans.

To report the form on your return:

  1. Type Form 1099-R in the search box.
  2. Select Jump to Form 1099-R.
  3. On the screen Did you get a 1099-R in 2024? Select Yes. If you land on the screen Your 1099-R Entries, select Add another 1099-R
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