DaveF1006
Expert Alumni

Retirement tax questions

It depends on how you answered the questions. 

  1. Make sure that the IRA?SEP/SIMPLE box is checked in the 1099R.
  2. After you enter the 1099R's, mention that you have met the 5-yr holding period. for the Roth.
  3. Finish out the rest of the section.

If you are still having issues, contact Turbo Tax live support so they can look at your screen and guide you further.

 

@perogers60        @fawagner

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