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Retirement tax questions
SamS1 ... I just created the two 1099R transactions and everything went smoothly. Just a note for you though. Based on one of the questions that TurboTax asked me ... I'm thinking that TurboTax logic *does* let you enter/upload one 1099R because at one point, I was asked whether the entire withdrawal was COVID related. I probably won't delete what I did to try this but ... I believe that if I had said 'No' to that question, I could have entered just the part that was COVID related and TurboTax would have handled that for me. Anyway, just something to think about in case you have to look at it again. Who knows ... I'm worn out at the moment but I may just delete the two 1099R transactions that I entered manually and try it with the single 1099R upload to see whether TurboTax can handle it. Dan