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Retirement tax questions
You need to follow these steps to enter your form 1099-R:
1. Locate the "Income and Expenses" menu option in the federal section of TurboTax
2. Scroll down to "Retirement Plans and Social Security" and click on the "Show More" option
3. Click on the "Start" box next to "IRA, 401(k), Pension Plan Withdrawals(1099-R)"
4. Follow the instructions to enter your form 1099-R
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‎January 29, 2020
3:05 PM