DanaB27
Employee Tax Expert

Get your taxes done using TurboTax

If the distribution is from from an IRA then please make sure that IRA/SEP/SIMPLE box is checked when you enter your 1099-R:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and click "edit" next to the 1099-R
  4. Verify that the IRA/SEP/SIMPLE box is checked

 

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