Get your taxes done using TurboTax

You can file electronically. Let me explain why and how.

1. For a 1099-R, if you are missing part of the state information, it is best to make all the state boxes blank. If you had state tax withheld, it can be entered under Federal Deductions and Credits, Other Taxes Paid.

2. A rollover should not have tax withheld. It should have code G (maybe H) for a direct rollover so you don't have these issues. If you took the money and rolled it over, then you would have to answer the questions in the program that you took the money and rolled it over into another account.

3. AL should know it is a rollover from the federal section and not be asking those questions. Let me get you through.

Let's double check your forms and entry - remember the states and federal already have the forms, we need the program to get the right numbers on the tax forms.

1. Box 1 Gross distribution $xxx
2. Box 2 Taxable amount $0 or blank or not determined
3. Box 7 code G - pretax money (could be code H after tax money)
4. Boxes 14-16 make blank
5. continue
6. no not IRA
7. box 2 taxable amount, enter zero
8. not public safety officer
9. select qualified plan
10. another type of qualified plan
11. RMD zero
12. I moved the money to another retirement account
13. I rolled over all of the money to an IRA or another retirement account
14. You won't have to pay tax on your rollover statement
15. not a disaster
16. done

State entry:  remember, only the tax forms go to the state, not the program, questions or worksheets

1. Alabama special handling of this distribution - Is it not taxed by Alabaman - select no
2. The next screen shows the list of 1099-R forms and which ones are taxable.
3. My 1099-R, senior, correctly shows as nontaxable in AL.
4. If yours shows a taxable amount, select edit. Special handling- select NO, next page asks for the taxable amount, enter zero.