Retirement tax questions

@mannyht3 

 

Delete that 1099-R....you are entering the SSA-1099 in the wrong place.

 

..........it is NOT a 1099-R form...it is an SSA-1099.

 

There is a specific SSA-1099 menu line on the Wages&Income page to start entering that form, and has no extra boxes.

 

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