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Retirement tax questions
You need to EDIT the 1099-R form in the Federal income section, and when you move beyond the main 1099-R form page, the TTX software will present the page below, where you have to select the proper "source" there:
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 27, 2020
10:02 AM