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Retirement tax questions
To enter/edit 1099-R (pension, annuities, etc.) documents:
- Log into your account and continue (if not already there).
- In the Search box (top right-hand corner), type “1099-r”.
- Click on the Magnifying Glass icon.
- Click on “Jump to 1099-r” link high-lighted in Blue.
- You can add, edit (change) or delete forms.
June 6, 2019
2:25 AM