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Retirement tax questions
If you cashed out a plan during tax year 2019 you should have received a FORM 1099-R for it. If you do not have it, it may be available online, or you can contact the broker who handled it. To pot a 1099-R to your tax return it will ask for both the Groo and Net values.
To post a 1099-R go top:
- Income
- I'll choose what I work on
- Scroll Down to Retirement Plans & Social Security
- Select IRA, 401(K), Pension Plans (1099-R)
- Yes you did receive a 1099-R
- At the bottom of the screen I'll type it myself
- You have FORM 1099-R
Complete the payer's information
Then complete all of the information by following the box numbers
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‎February 9, 2020
10:14 AM