Retirement tax questions

Are you reviewing the RMD pages after your download has posted to TurboTax?  This message indicates TurboTax is trying to calculate an IRA penalty and if you are required to take minimum distributions, TurboTax needs to know more information.

I would recommend deleting the 1099R you downloaded and entering it manually.   After you have logged in and are in your return in TurboTax Online:

• Go to Search at the top of the screen.
• Then enter Form 1099-R in the search box. 
• You will see a Jump To function that will take you to the 1099-R input screens. 
• There delete the 1099R in question by clicking on the trash can next to the form
• Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

Enter the information into TurboTax matching the boxes from the hard copy 1099R.

Next, if you were 70 1/2 in a previous year, you will need to temporarily change your birthdate to reflect you are 72.  This will enable the RMD screens you will need.  Make sure and enter "None" to the RMD question.

After you are finished, change your birthdate back to the correct date.