MarilynG1
Expert Alumni

Retirement tax questions

Yes, you answered the question correctly for your 1099-R with Code H as well.  Here's more info on  Box 7 Codes on Form 1099-R.

 

I'm glad to see you are stepping through the follow-up questions carefully after entering your 1099-R.

 

More detailed info on 1099-R for Pensions, Annuities, Retirement.

 

@curious_boulder 

 

 

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