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Retirement tax questions
@macgowan wrote:
I try to follow all of the directions but none make sense for 2020
For a 2020 tax return you must be using the 2020 desktop CD/Download editions. The TurboTax online editions are only for tax year 2021.
Go to this website to purchase and download one of the prior year desktop editions - https://turbotax.intuit.com/personal-taxes/past-years-products/
To enter, edit or delete a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
March 29, 2022
5:16 AM