DawnC0
Intuit Alumni

Retirement tax questions

If you need to add a 1099-R, sign in and click ''Take Me To My Return'' if not already in your return.  Click on:

  • Federal Taxes >>
  • Wages and Income >>
  • Retirement Plans and Social Security >>
  • 1099-R

You may need to click on 'Show All Income' in order to find the Retirement section.  Screen image attached.

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