dmertz
Level 15

Retirement tax questions

This question is the second question asked after clicking the Continue button on the page where you enter the Form 1099-R details.  (The first question asked is whether or not the Form 1099-R has the IRA/SEP/SIMPLE box is marked, to which the answer is No in this case.)

 

If you are using the CD/download version of TurboTax, make sure that you are not making these entries in forms mode.

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