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Retirement tax questions
Did you get a 1099R? That is if you took a IRA or 401K or retirement withdrawal. Or did a rollover. Or got a pension or other reasons. If you don’t know why you got one then ask the plan why.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
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