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Get your taxes done using TurboTax
I am so sorry! Follow these steps:
- Go to the federal income section
- Locate Retirement plans and Social Security
- Select IRA, 401k, Pension Plan (1099R)
- Select I'll type it in myself, continue
- Select Form 1099-R, continue
- In box 2a enter any number - we are going to come back and delete this whole form after CA is correct
- Go to CA return
- Select Income and Adjustments
- Continue through to Pension and Annuity Adjustments
- Add the income and taxable amount, continue
- Go through CA return and make sure you are happy
- Go back to federal
- Locate retirement plan
- Select IRA.....
- Delete the 1099-R we started earlier
File your taxes when ready!
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‎February 23, 2024
4:26 PM