DanaB27
Expert Alumni

Get your taxes done using TurboTax

Please make sure that you check the "IRA/ SEP/ SIMPLE" box on each 1099-R since it was for a traditional IRA.

 

  1. Click on the "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”

 

Your husband's 1099-R will have the earnings in box 2a and total distribution in box 1 (excess contribution plus earnings).

 

Please make sure you click "continue" after all 1099-R are entered and enter your husband's earnings under "Another reason" on the "Did you use your IRA to pay for any of these expenses?" screen since he is over 59 1/2.

 

@Harvest704


     
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