Retirement tax questions

 

@DanaB27 

 

Followed the advice given on 2/27 (reproduced below) and that went well.  Tonight, I was doing my state (Pennsylvania) return and noticed that TurboTax included the 1099-R I created in the state return.  Should that be included in my state return too?  Thanks,

 

To create a 1099-R in your 2021 return please follow the steps below:

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Answer "Yes" to "Did you get a 1099-R in 2021?"
  5. Select "I'll type it in myself"
  6. Box 1 enter total distribution (contribution plus earning)
  7. Box 2a enter the earnings
  8. Box 7 enter J and P
  9. Click "Continue"
  10. On the "Which year on Form 1099-R" screen say that this is a 2022 1099-R.
  11. Answer all follow up questions carefully.