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Retirement tax questions
If TurboTax is asking anything about IRAs, it means that you have marked the IRA/SEP/SIMPLE box on TurboTax's 1099-R form. If the IRA/SEP/SIMPLE box is not marked on the Form 1099-R provided by the payer, you must correct your entry in TurboTax.
If the IRA/SEP/SIMPLE box is marked on the form provided by the payer, box 5 cannot have a value in it.
ā€ˇFebruary 8, 2021
8:46 AM