Retirement tax questions

The administrator supplies to you (him) tax documents.

Enter the tax documents into the software.

You don't have to explain anything.

You  probably have a 1099-R and 1099-INT.

Due to 2024 TurboTax issues/bugs.
to avoid wrongful penalty, for each 1099-R, tell TurboTax that the distributed amount is the calculated required amount.

P.S.

You can use TurboTax to attach an explanation and still e-FIle if you feel compelled to do so.

 

 

@Erly