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Retirement tax questions
@dmertz wrote:
The issue described in pattif12's reply was corrected with the March 10 release.
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.
Seems not to be fixed in the online version (desktop seem to work fine) for someone with a DOB after 7/1/1949.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 14, 2021
1:54 PM