I received a 1099-R for the last distribution of my deceased sister's pension. Whre do I enter this and how do I answer the question? in Retirement tax questions
I clicked a wrong box on a review question asking the 2025 balance on my Roth and something about at risk. I can't find how to get back to that question. Help?? in Retirement tax questions
Code B was used in Box 7 on my Form 1099-R. My distribution is based on a Roth account. Why does TurboTax says it is invalid when entered. in Retirement tax questions
Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7) – 1040 line 4a blank & no 8606. No “what did you do” conversion Qs; B4 blank/locked. How to fix? in Retirement tax questions