Retirement tax questions

macuser_22 · ‎February 2, 2022

@DeniJaye wrote:

Sorry to be so dense, I have done this many years and am stumped why I am having such a hard time importing 1099R this year. What do you mean by "Go to the 1099-R section and select import and then select TIAA - it is listed 3 times for different types of accounts". I am in turbotax now and go to Form 1099R and it choose one of my last year's form. My options seem to be Print, Delete Form, Close Form. I do not see any import option. Thanks so much for helping.

To import it is a new 1099-R form. You need to delete last years form.

**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.**