- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Even though the 1099-R shows the amount as taxable, after you enter your 1099-R, the follow up screens will allow you to enter the monies as a Rollover making them not taxable. In the interim, you may see your tax refund go down or the amount due go up. Don't worry. Once it's entered as a Rollover, TurboTax will remove the taxes and you refund or amount due will be correct.
I'm so sorry for your loss.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 22, 2022
3:23 PM