in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
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When you are asked if you received any retirement distributions, answer YES. Enter the first 1099-R and answer any follow up questions. Then when you are done, click on Add another 1099-R and enter the second one. You will answer follow-up questions for each form.
Dawn is correct. Just double check your 1040 line 4a & 4b.
We have several MRD's from IRA's and retirements funds that are classified as pensions or annuities as well as Social Security. Be sure you get them on the correct line.
If you a Qualified Charitable Donation, double check to be sure that credit is still there before filing.
For the second year in a row, that disappeared as I was working on other parts of the 1040.
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