DianeW777
Expert Alumni

Retirement tax questions

Of course.  If this is a Form 1099-R (as opposed to a CSA-1099R) the General Rule question does not come up in TurboTax Online.  You should determine the amount of taxable distributions if your form has a check in the box 'Taxable amount not determined', then enter that amount in box 2

 

Otherwise you can choose to switch to the download version which does have this question for the 1099R.  Either way it takes manual calculations from you so it's really your choice. The most important action is to tax the correct amount and no more.

Images from TurboTax Desktop for your review.

@birdylo 

 

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