DanaB27
Expert Alumni

Retirement tax questions

Please make sure that you click “Continue” on the “Review your 1099-R info” screen (“Your 1099-R Entries” screen TurboTax Desktop).

The question “Any Nondeductible Contributions to your IRA?” will only come up for distributions from a traditional IRA please make sure your IRA/SIMPLE/SEP box is checked:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Click “Review” and verify the IRA/SIMPLE/SEP box is checked
  5. Click “Continue” on the “Review your 1099-R info” screen
  6. Continue through the questions until the “Any Nondeductible Contributions to your IRA?” screen

 

 

@Gongolo

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"