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Retirement tax questions
I have TurboTax Premier as well and it worked perfectly the first time I tried it. I got the same screens as macuser_22 posted on page 2. From what others are saying, if you did it wrong, you need to delete your 1099-R otherwise you won't get the questions asked. Go to the View>forms menu and select the proper 1099-R. Then select forms>delete form 1099-R xxxxx. Now that it has been removed, go back to the interview and answer the questions per macuser_22. You will even be asked if you are trying to return this RMD per the CARES Act.
‎February 23, 2021
8:19 PM