To claim the exception in TurboTax Online, go to:
- Income & Expenses
- IRA, 401(k), Pension Plan Withdrawals (1099-R), Edit/Add
- Form 1099-R
- Let Us Know a Little More About This Distribution
- Is this IRA subject to an early withdrawal penalty? Answer yes, and continue to answer the interview questions, until you come to
- Let's See If We Can Lower Your Tax Bill
- Did you use your IRA to pay for any of these expenses? Here you’ll have the opportunity to enter any medical expenses that the distribution might have been used for.
If you’re unable to get to this last screen, delete and re-input the relevant 1099-R.
Please see Tips and tricks in the TurboTax Help article "How do I view and delete forms in TurboTax Online?" for guidance.
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