Cindy0H
New Member

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

View solution in original post