dmertz
Level 15

Retirement tax questions

The issue described in pattif12's reply was corrected with the March 10 release. [Edit:  Apparently in the CD/download version, but not yet in the online version.  See below.]

 

With any Form 1099 downloaded instead of being manually entered, you must still edit and proceed through that 1099 form in TurboTax.  With Forms 1099-R in particular, not all of the information needed to properly report the income is present on the form.