- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You have to pay the tax on the pension first. Then if you qualify for a IRA deduction based on your spouse's earned income you enter it under Deductions & Credits. When you entered the 1099R for the pension did you say you put it in an IRA? That would be wrong. You can't roll your pension into a IRA. The pension and IRA contribution are two separate entries. @dmertz
‎June 4, 2019
9:15 PM