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Retirement tax questions
"entered 2007"
I don't know where you are entering this, perhaps box 11 of the Form 1099-R which has nothing to do with this. 2022 TurboTax does not ask the year, it only asks if you "Opened Before 2018?" TurboTax will present this page in the general questions that TurboTax asks after you click the Continue button on the page that lists the Forms 1099-R that you have entered, make sure that you proceed far enough through the questions.
Yes, you could enter code Q instead of code T and get the same result as long as nothing was withheld for taxes, but it's not the proper way to do it.
March 10, 2023
5:05 AM