Please verify that you have answered all the questions in the IRA, 401(k), Pension Plan Withdrawals (1099-R) section:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
Also, you can verify if your retirement income shows up correctly on your 1040:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
- Scroll down to line 4 or 5
Please be aware if you need to report the Coronavirus-related relief measures for retirement plan distributions, the Form 8915-E has not yet been finalized by the IRS. Therefore, the questions in regards to this relief are currently not available in the 1099-R section.
No date has been given by the IRS for the finalization of this document. TurboTax will update this section after the IRS releases the final version of form 8915-E and its instructions.
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