vgf
Level 1

Retirement tax questions

Unfortunately, the most important step of the process is lost in tt 2019. At the end of

 

Wages and Income

Retirement Plans and Social Security

IRA, etc, 1099-R

 

The follow-up questions after entering the amount are about disaster relief and repayment.  It never asks the key question, about whether this was a transfer to another retirement account.