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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.
‎December 14, 2023
1:03 PM