DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to enter your 1099-R to get the COVID related questions:

 

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R (if you started this before you should see the “Your 1099-R Entries” screen and will click "edit")
  4. Continue until "Tell us if any of these uncommon situations apply" screen
  5. Select "I took out this money because of a qualified disaster (includes COVID-19)"
  6. Continue through the questions

 

 

If this does not work then please let me know what code you have in box 7. What is in box 1 and box 2a?

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