MaryK4
Expert Alumni

Retirement tax questions

This is a workaround that has been effective for some:

  1. On the Wages & Income list, click on Review next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  2. From the Review your 1099-R summary page, click the trash can next to the Canadian pension.
  3. DO NOT CLICK CONTINUE-- click on anything on the left pane (Review, State Taxes etc.)
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