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Retirement tax questions
Are you using TurboTax Desktop? Make sure all your updates are installed. In the top margin, select "Online" then "Check of Updates". The 2020 1099R screens were updated for Covid related distributions from retirement plans and required the Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments.
To enter a 1099R In TurboTax Online, 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.
- 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"
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