DanaB27
Employee Tax Expert

Retirement tax questions

Please make sure that you indicate that one belongs to you and one to your spouse on the "Who does this 1099-R belong to?" screen.

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and you should see the “Review your 1099-R info” screen
  3. Review your entries.

If this doesn't help then please see What is the TurboTax phone number?

 

 

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