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