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Retirement tax questions
FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.
And if you entered using Forms mode you should also go though the interview steps to catch any followup questions that need answering.
March 1, 2026
9:21 AM