DanaB27
Expert Alumni

Retirement tax questions

After all the questions you mentioned you will get back to the "Review your 1099-R info" screen and you will need to click "Continue" to get to the additional questions. Continue through all the questions.

 

 

 

 

 

Also, if the "jump" function doesn't work for you then you can use these steps to get back to the 1099-R section:

 

  1. Login to your TurboTax Account 
  2. Click "Federal" from the left side of your screen
  3. Scroll down and click "Edit" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
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