DanaB27
Employee Tax Expert

Get your taxes done using TurboTax

Please go back to the 1099-R section and verify that you checked the IRA/SEP/SIMPLE box:

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)
  4. On the "Your 1099-R Entries" screen click "edit"
  5. Verify that the IRA/SEP/SIMPLE box is checked (under the box 7 entry)

 

 

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