Hello, Recently retired, and have 4 1099-R's from my brokerage (Fidelity). Only one of them imported into Turbotax. One that did not is a classic NUA scenario. How do I manually set this up in Turbotax to pay Ordinary Income Tax on the taxable amount (Box 2a),? Also, how to set up so that future distributions are taxed at the Long Term Capital Gains rate?
What forms will I have to manually create and what other steps will I have to perform?
Should I be concerned about the 1099-R's that didn't import?
Thanks!
