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.

View solution in original post