SamS1
Expert Alumni

Retirement tax questions

I would recommend deleting all three 1099Rs, log out of TurboTax, then log back in.  You can delete the 1099Rs by clicking the trash can next to each 1099R.  TurboTax works best in the Chrome Browser.  I would also recommend clearing your cache and cookies from your web browser before you log back into TurboTax.  After you sign back in, indicate you will type in the 1099Rs each individually.  Make sure you enter the information in each box as it show on your 1099R.  

 

Here is how you clear your cache and cookies in Chrome

 

Due to the Cares Act, you have an option not to take RMD for 2020.  

 

Here is a link with more information how your taxes were affected by the pandemic.