SamS1
Expert Alumni

Get your taxes done using TurboTax

You can enter your Cares Act distribution manually in TurboTax Desktop through Forms mode.  

  1. In upper right hand corner of Desktop select "Forms"
  2. You will see in the right hand column all the forms in your return.  Select the 1099R you wish to work on
  3. Scroll down the form and you will see the Covid distribution questions to manually adjust.
  4. Once finished, select "Step by Step" in the upper right and corner to return to Step by Step mode.

 

I would recommend deleting any 1099Rs you currently have in your account by selecting the Delete button next to the 1099R then re-entering them by selecting "I'll type it Myself"