DawnC0
Intuit Alumni

Retirement tax questions

You can start entering the information that you have for your tax return now.  However,  you definitely do not want to finish and/or send your return in until after you receive your 1099-R.  

You can enter all the information you have right now, and then later, whenever you receive your form 1099-R, sign back in, and finish your taxes.  

View solution in original post