Retirement

kroddster68 — Wed, 31 Mar 2021 01:56:01 GMT

Re: Retirement

VolvoGirl — Wed, 31 Mar 2021 01:57:52 GMT

Yes? Are you thinking of retiring?

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

topic Re: Retirement in Retirement tax questions

Retirement

Re: Retirement