Retirement tax questions

The exceptions will be in the follow up questions.

After you enter your 1099-R and hit Continue.

You will continue through several screens (most have to do with disaster withdrawals and repayments)

You will come to a screen titled Let’s See If We Can Lower Your Tax Bill

Hit Continue what you are looking for is on the next page

Note: Excludible medical expenses are those above 7.5% of your Adjusted Gross Income (AGI)