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Retirement tax questions
Please follow these steps to correct your 1099-R entry to avoid an early withdrawal message:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
- Click on "Edit" and continue until the "What kind of retirement plan do you have?"
- Select "Non-qualified plan"
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January 24, 2021
3:25 PM