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Retirement tax questions
I don't think anyone would recommend that. In addition to the distribution amount and withholding, there are other boxes on the 1099-R that have to be entered correctly.
What tax year return are you preparing? A 2015 return? Online TurboTax for 2015 will shutdown after November 15, and unfinished returns will need to be moved to the desktop version (CD/download). Are you using Online TurboTax or the desktop (CD/download) version?
You wrote: "I don't want to wait a couple weeks for the 1099Rs"
Are you referring to 2015 1099R's that you lost or didn't receive, and have to get duplicates?
What tax year return are you preparing? A 2015 return? Online TurboTax for 2015 will shutdown after November 15, and unfinished returns will need to be moved to the desktop version (CD/download). Are you using Online TurboTax or the desktop (CD/download) version?
You wrote: "I don't want to wait a couple weeks for the 1099Rs"
Are you referring to 2015 1099R's that you lost or didn't receive, and have to get duplicates?
May 31, 2019
5:58 PM