DaveF1006
Expert Alumni

Retirement tax questions

If you filed a 2019 tax return with a 1099-R, Turbo Tax is looking for that 1099-R again this year.

  1. Go to federal>wages and income>Retirement plans and Social Security>show more
  2. Ira (401K), pension plan Withdrawals(1099R) Edit
  3. Here you should see a summary screen with a 1099-R listed. If this is not be reported this year, select the trash icon next to edit to delete it.
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