dmertz
Level 15

Get your taxes done using TurboTax

Correct, except for the traditional IRA you'll need to also mark the IRA/SEP/SIMPLE box.  When TurboTax asks, make sure to indicate that these are 2026 Forms 1099-R.

 

Each dummy form that you enter will have in box 1 the gross amount distributed and in box 2a the amount of earnings included in the box 1 amount.  For other fields you can just enter information as best you can to satisfy TurboTax's error checking.  Because these forms will have no tax withholding shown, the details of these forms will not be included in your e-filing.  The only effect on your tax return will be to include the taxable amounts on Form 1040 line 4b.