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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.
- Start at Wages & Income
- I'll Type it Myself.
- Scroll to Retirement plans & Social Security
- Select IRA, 401K Pension Plans ...
- Add Another 1099-R
- I'll type it myself > Continue.
- Select. I need to prepare a substitute 1099-R.
- When you've completed the two 1099-Rs, go back and delete the original.
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March 15, 2023
7:51 AM