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Get your taxes done using TurboTax
Works for me in Windows Home & Business version.
When I get the list of 1099R that transferred over and click on the pencil to edit it
It takes me to Who gave you a 1099R? - I choose the first box and Continue at the bottom
For a married return it asks Who does this 1099R belong to.
Then enter details from the 1099R
How are you starting the Retirement section? Are you clicking on Update by 1099R?
‎January 23, 2026
8:08 PM