JohnB5677
Expert Alumni

Get your taxes done using TurboTax

No, you should not make direct entries into the FORMS mode of TurboTax. It will void the guaranty.

 

I suggest you prepare two substitute 1099-R forms that reflect the two checks that were written.  The IRS deals in total numbers. So, this is acceptable to do.

 

  1. Start at Wages & Income
  2. I'll Type it Myself.
  3. Scroll to Retirement plans & Social Security
  4. Select IRA, 401K Pension Plans ...
  5. Add Another 1099-R
  6. I'll type it myself > Continue.
  7. Select. I need to prepare a substitute 1099-R.
  8. When you've completed the two 1099-Rs, go back and delete the original.

 

 

 

 

 

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