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Retirement tax questions
You can prepare Substitute Form 1099-R reporting your distribution:
- Click on Federal Taxes
- Select Wages and Income
- Scroll down to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
- On the screen Tell Us Which 1099-R you have, select I need to prepare a substitute 1099-R and continue. Many questions will be confusing but you must answer them to the best of your knowledge...
‎June 6, 2019
4:48 AM