DawnC
Expert Alumni

Retirement tax questions

Enter your 1099-R exactly how you see it.    There will be follow-up questions after you enter them.    The gross amount will show up on 4a or 5a and the taxable portion (TurboTax will figure this out based on your entries) will show up on 4b or 5b, depending on what type of account the funds were withdrawn from.   Instructions are here.  

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