DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to correct your 1099-R entry to avoid an early withdrawal message:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
  4. Click on "Edit" and continue until the "What kind of retirement plan do you have?"
  5. Select "Non-qualified plan"

 

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