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Retirement tax questions
You will go back and EDIT your 1099R in your Federal return.
- Federal
- Income & Wages
- Retirement Income
- 1099R
Go through the questions until you get to:
Verify Box 2a and Box 2b: Taxable Amount Not Determined
Describe the Taxable amount: No, a different amount was taxable.
Tell Us the Taxable Amount Method: Simplified method or General rule
‎June 5, 2019
12:23 PM