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Retirement tax questions
TurboTax is asking if you (or your spouse, if filing jointly) received any earnings from a pension or withdrew any money from a tax-advantaged account such as 401k, 403b, IRA, Roth IRA. These are typically reported on a 1099-R.
Any of these could impact your tax liability/refund, even if they are not taxable.
May 31, 2019
7:06 PM