MaryK4
Expert Alumni

Retirement tax questions

If it is a traditional IRA, you will need to enter the nondeductible contributions (it is a follow-up question to your 1099-R entry).  If it was a Roth IRA, there are a few questions to categorize it as a qualified distribution and nontaxable (once again, go through all of the questions after the 1099-R entry carefully).

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