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Retirement tax questions
After you retire, your income will reported on a 1099-R.
You can enter this form by typing 1099r into the search box
Then click the "Jump to 1099r" link
Or
Click Federal, Wages & Income
Scroll down to Retirement Plans and Social Security
If this is your first year receiving a 1099-R, take care in reporting it properly. Different types of plans are taxed differently.
Next year, the program will remember what you reported this year and it will be easier to enter.
‎June 6, 2019
12:46 AM