The box to check that indicates the distribution is from an IRA is on the Form 1099-R input screen. It is right after you enter the information from box 7 for the distribution code shown on your 1099-R.
Use these steps to go back to the Form 1099-R section of your return and edit that Form 1099-R to see if the box was checked in error:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
If the problem persists, try deleting and re-entering the Form 1099-R.
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