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Investors & landlords
Thank you for the response. I have TurboTax Premier 2022 Win desktop version.
I have trouble following your steps. I've located 1099-R on the system as below:
After clicking on Retirement Plans and Social Security I get this page:
If I selected No it then asked me whether I take any disaster contributions. If I selected Yes and Continue it asked me to import 1099-R from broker. However, trying to import from E-Trade wasn't successful as it says no 1099-R form can be found. I also checked directly my E-Trade account and only 1099-B is available. This is where I am stuck.
Thank you.
‎April 3, 2023
10:02 AM