JulieS
Employee Tax Expert

Retirement tax questions

No, you won't be getting another 1099-R this year for last year's distribution. You need Form 8915-F, but it is not in the program yet.

 

It may take longer for one form or another to show up in TurboTax for multiple reasons. Our goal is to provide you with the most accurate information possible. As part of this process, we communicate often with the taxing agencies.

 

Once it is available, you will start in the section for 1099-R. Answer the first question No. The questions you need will come up right after that. 
 

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