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Retirement tax questions
There seems to be a bug in TurboTax. I am using TurboTax Premier and in the search box when I type in 1099-R i don't see “Jump to 1099-R” option.
If I try to create new 1099-R, there is no option to say which year - in my case 2021, anywhere.
I tried different ways to get to 1099-R but there simply is no option to select the year 2021.
Either the tips are written without verifying or certain versions of TurboTax has bugs.
I made a excess contribution on 12/2/2020 and removed it on 2/16/2021 with $960 in earnings.
I am unable to report this using TurboTax with the suggested instructions as I can't select year 2021 for form 1099-R. Also search has no option for 1099-R.
February 17, 2021
6:09 PM