Retirement tax questions

@douglasbporter 

 

Yep...they screwed up the question this year......and it acts exactly as it did in the 2024 software ...IF...the edits shown below are followed. (i.e. if box 2a has a real value...somewhat lower than box 1 due to after-tax contributions you made)...then you need to answer YES.

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1099R_Box2a_2025text.png

 

 

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