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Get your taxes done using TurboTax
Ah I don't use import at all, not worth the hassle and these type of issues on supplemental info the import can't handle (same with 1099-INT/DIV things like accrued interest, US Gov Obligations, Foreign Taxes etc).
You could try bringing up the 1099-R in edit/review, and then select continue, and that may take you back thru these questions; otherwise yes you may need to delete it and enter it manually to make sure everything has been properly triggered, it doesn't take long to do with these 1099s. Be sure to review the outcome on Form 8606 especially if you have a basis in the IRA it will calculate the taxable amount and take down your basis.
March 15, 2025
11:56 AM