Retirement tax questions


@MythSaraLee wrote:

While I filling 1099R, what do you mean by "retirement plan distribution"?

That is only several-hundreds dollars from gov into my checking account. Then which "distribution" do I choose? The App asked 401k, IRA etc. Can I choose "none"?

Thanks. 


What do you get from the gov?  Do you get Social Security or SS Disability or ssi or a SSA-1099 form?

 

For SS or a SSA-1099,  If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099. Delete it and enter it here,


Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal tab (Personal for Home&Business)

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button