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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