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Get your taxes done using TurboTax
Thanks Dawn C. Nothing has worked for me. I've added 'fake' 1099-R entries with the same data, I've re-entered 1099-R data using step by step. Maybe each version is different. I started with the TT Deluxe disk from Costco, I've had a couple of updates when opening the software, including the latest. Today I checked for updates, it's up to date. State data gets mentioned in some posts, but I'm in Illinois, which does not tax any 1099-R income, so since retirement I don't file state taxes. To be clear, I've entered zero as a taxable amount for the five distributions from various accounts that I was able to rollover back into the IRA within the dates and rules set up by the Cares Act of 2020 rules. Do I delete all those entries from the two investment companies with my IRAs that connect directly over the internet and have them re-load the 1099 information? Will that help? I'm getting frustrated and angry with TT that they have not clearly updated the software to accommodate the RMD rollover allowed by the Cares Act . I need the step by step help. I've been using TT for at least 20 years! jonbo