Retirement tax questions

@GabiU 

 

Perhaps you and the CHAMPS should review this in your private discussion area.

 

The way this wording has been changed for 2025, may lead to a lot of  unnecessary confusion and missteps by a few hundred thousand folks with 1099-Rs to enter.

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I just checked the 2025 Online software for that follow-up question, and it is worded the same as desktop.

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I made changes to the current 2025 "Online" question, to change that page to what it was more like in the 2024 software, and pretty sure it should be reused that way.

 

 

1099R_Box2a_text.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*