DanaB27
Expert Alumni

Retirement tax questions

What is the code in box 7? Is that IRA/SEP/SIMPLE box marked? 

 Was this an inherited IRA?

 

You might have to delete the 1099-R and reenter it for it to work.

 

  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 you should see the “Review your 1099-R info” screen
  4. Click on the 'Trash icon" to delete the 1099-R and then reenter it.

If this was a RMD rollover then you  must indicate to TurboTax that none of the distribution was RMD.

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