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Retirement tax questions
Yes you will get a 1099R for any distributions. RMD is just a regular distribution and is entered the same way as other distributions. The 1099R and retirement sections aren't ready yet.
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
If you are adding another 1099R there might be a Add button at the bottom of the list.
2 weeks ago