In TurboTax Online, are you able to access your stimulus payment amounts by following these steps?
- Down the left side of the screen, click on Federal.
- Across the top of the screen, click on Other Tax Situations.
- Scroll to the bottom of the screen. Click on Let’s keep going.
- At the screen It looks like you qualified for the stimulus, did you get any payments?, click Yes.
- At the screen Let's double-check the amount you received you can update your stimulus check entries.
For the CSA-1099-R, at the screen Any periodic payments?, did you click Yes?
At the screen Payment Start Year, did you select Yes, I started getting payments in 2020?
At the screen Let's Figure Out How Much is Taxable, did you select I need to figure out how much of this is taxable?
Do you have the annuity information available to you?
Has the recipient reached the retirement age for the plan?
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