Retirement tax questions

When you get to the table of 1099-R forms, delete that one and start a new one.

 

Then ...slowly.....step thru the pages that follow.....there is a page that shows several 1099-R form types....do NOT click on the RRB-1099-R  (That's the railroad one...you may have accidentally clicked on that one the first time thru))  ...There are also CSA- and CSF-1099-R forms for several "civilian" Federal retirements.  All else, including Military, are just the simple 1099-R form.

 

And if you get Social Security, the SSA-1099 is one place lower down in the main income menu

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*