AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

I ran through a test case using TurboTax Deluxe just to make sure the advice given earlier was valid.  I still saw the follow-up question asking whether the 1099-R was for 2019 or 2020.  

 

One thing to try would be to delete the 1099-R in question and re-enter it, going all the way through the follow-up questions.  If that still does not work, take a look at the following picture taken from 'forms mode'.  It shows where to find the check box to indicate a 2020 Form 1099-R.  Select the Form 1099-R on the left side and scroll to the section pictured below.

 

 

 

 

@rbittle

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