SamS1
Expert Alumni

Retirement tax questions

Delete the 1099R you are working on and re-enter.   After you have logged in and are in your return in TurboTax Online:

 

  • Go to Search at the top of the screen.
  • Enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • Delete the 1099R in question by clicking on the trash can next to the form
  • Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

 

 

After entering the 1099R data and "Continue" you will see the screen to select the Covid-19 distribution option.  Review your coding in box 7 of the1099R and TurboTax.  It should be a 1,2, or 7 if its a traditional IRA.  If its a Roth IRA distribution, temporarily change the coding.  If its B1, then remove the B and continue.  Once completed, edit the 1099R back to its original coding.