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Retirement tax questions
No, it doesn't matter that she is not retired. Since the income is disbursed from a retirement account that is why your are receiving the 1099-R and 1099-R's has to be entered in the "Retirement Plans and Social Security" section of TurboTax. It is treated as "regular" income however your tax situation and the code is listed in Box 7 will determine how the income is taxed.
‎June 4, 2019
1:26 PM