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How do I enter 1099-R forms
In 2020 neither my wife nor I were required to take MRDs from our IRAs. However, we did take some payments before we learned that we did not have to. Accordingly, we reversed all distributions taken with a rollover of the full amounts taken deposited back into our IRAs. Later in the year, we converted some of the money in our IRAs to our Roth IRAs. Also, I made several Qualified Charitable gifts from my IRA. Our 1099-R forms show the total amount taken from each IRA. In my case this includes the amount taken and deposited back, the amount converted to my Roth and my charitable gift. How do I fill out the 1099-R forms in Turbotax?
‎January 31, 2021
2:38 PM