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    Can Pro Series sort out amounts paid out and corresponding withheld taxes into separate groupings for pensions, annuities, and IRAs?

    fujitom
    Level 1
    ‎12-07-2019 05:22 AM
     
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 05:22 AM

    You can print the 1099R Summary, that shows all your 1099R's (gross, taxable, fed and state w/h, and which are marked IRA) all in in 1 list, but it wont separate into pensions, annuities, and IRAs


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 05:22 AM

    You can print the 1099R Summary, that shows all your 1099R's (gross, taxable, fed and state w/h, and which are marked IRA) all in in 1 list, but it wont separate into pensions, annuities, and IRAs


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers






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