AmyC
Expert Alumni

Get your taxes done using TurboTax

I am so sorry! Follow these steps:

  1. Go to the federal income section
  2. Locate  Retirement plans and Social Security
  3. Select IRA, 401k, Pension Plan (1099R)
  4. Select I'll type it in myself, continue
  5. Select Form 1099-R, continue
  6. In box 2a enter any number - we are going to come back and delete this whole form after CA is correct
  7. Go to CA return
  8. Select Income and Adjustments
  9. Continue through to Pension and Annuity Adjustments
  10. Add the income and taxable amount, continue
  11. Go through CA return and make sure you are happy
  12. Go back to federal
  13. Locate retirement plan
  14. Select IRA.....
  15. Delete the 1099-R we started earlier

File your taxes when ready!

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