dmertz
Level 15

Retirement tax questions

Right.  The workaround needed to get around the flaw in TurboTax that prevents it from asking if the code 1B distribution is COVID-19-related is to enter the Form 1099-R as is but omit the code B and selecting code 1 as the first code selection, complete the follow-up questions, then, when you reach the Review Your 1099-R Info page, edit this 1099-R and add the code-B to the as the second box 7 code. The COVID-19-related information will remain even though you won't have access to those questions with the code B present.

 

This flaw is present in the online version of TurboTax but not in the CD/download version.