Hello -
I am trying to upload, or even manually enter, a 1099-R that I received for a trust that I am the trustee for. I cannot find the section to enter or upload the 1099-R. I got to the forms part of the software and search for 1099-R, but nothing comes up. When I simply type 1099- (without the R), the 1099-INT and 1099-DIV forms come up, but not the 1099-R. What am I missing here?
On a side note, I did read somewhere that you have to use the "Other Income" section to enter a 1099-R, but even that section doesn't allow you to enter all the info from the 1099-R. It doesn't allow you to enter tax exempt income from an inherited roth IRA, in which I received a 1099-R for. Even if there is a workaround, why wouldn't TurboTax, as big of a company as it is, allow me to upload the 1099-R's in their business software?
Thanks,
Mike
