Retirement tax questions

@barnesws 

 

IF you are using the desktop software  (I suspect you are)   

 

1)  Make sure you've run the software update from the top menu....since those forms have been ready for over a month now.

 

2) If that notice still comes up,   shut down TTX and then download and install the "Manual Update".  Once started...that update can take 10 or 15 minutes to install....then restart TTX and check the 1099-R section again.

 

https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-...

 

3) After doing #2, run the software's internal update again, because the Manual update does not update any state software sets.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*