Get your taxes done using TurboTax

Ok ... only the PDF of the 1040-SR form will not transfer properly but the .taxfile transfers just fine.  So look at the prior year's 1099-R forms  carefully ... if box 2b (total distribution) was marked then that form would not be transferred forward since the 2022 distribution would/should  have cleared the account. 

 

If you need them back you can simply enter them manually in the 2023 program instead of starting over again and getting the same result.  

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