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Retirement tax questions
If you are receiving annuity income, this would be reported in the retirement income section. You should have received a 1099-R for this income.
You can do this by selecting the following:
- Federal
- Income
- I'll Choose what I work on
- Retirement Plans and Social Security
- Start next to IRA, 401 (k), Pension Plan Withdrawals (1099-R)
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‎February 26, 2026
9:43 AM