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Retirement tax questions
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.*
‎April 16, 2025
10:37 AM