- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You don't. TurboTax just needs to know the answer temporarily to determine if you have a penalty for an early distribution. Just mark the correct answer and move on. Do not edit the Form 1099-R again to determine how TurboTax is handling the distribution, instead look to see that you have no penalty shown on Schedule 2, line 8.
‎February 20, 2023
8:39 AM