Retirement tax questions

Enter each person's separately and work all the way to the end before entering the other person's. Do not enter the Form 5498 at all. These are only for your own records. You will see in the interview section the screenshot below.

1. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
2. Answer Yes on the Did you get a 1099-R? screen.
   • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
3. Select which option matches your form and Continue