Retirement tax questions

Oh, and in January you should get a RR1099RB for the benefits you received in 2019.  

 

When you prepare your 2019 tax return:

 

Do not try to enter your SSA1099  or RR1099RB as a W-2.  Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

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