MarilynG1
Expert Alumni

Retirement tax questions

@dbis The Form 1099-R has been updated, but not all institutions are using the updated form.

 

Just match the info on your 1099-R to the box descriptions in TurboTax and you should be fine.

 

Make sure you are entering in the correct area for your 1099-R.

 

Click this link for more info on 1099-R Info does not Match TurboTax Input

 

 

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