BillM223
Expert Alumni

Retirement tax questions

First, I assume that you are using the CD/download software on with a Windows platform or a Mac platform.

 

The 1099-R has been available for months.

 

First, try going to Online (top left on Windows, I don't know about Mac) and clicking on Check for Updates.

 

If that does not solve the issue, try re-installing your software and then checking for updates (which should happen automatically anyway).

 

If that does not solve the issue, if you have the Windows version, then see this TurboTax FAQ.

 

If you have a Mac, come back and tell us.

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