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Get your taxes done using TurboTax
OK fellow 1099-Rers
Form has been released and included in this morning's upgrade. I loaded it in Turbo Tax Deluxe and did the following
1) Open each manually entered (from Forms) record. Info was all there.
2) Answered the additional questions for each 1099-R entered
3) Saved the changes.
4) Ran the entire return through the Federal Tax check and summary. It passed.
5) Did a print out of the return, both with worksheet and just the forms and compared them to 1099-R entries.
It was good to go.
FWIW.
‎January 22, 2026
4:12 AM