Retirement tax questions

LindaS5247 · ‎March 24, 2023

What version of TurboTax are you using? If the below does not work try deleting your Form 1099-R and reentering it.

For TurboTax Online it looks like this (You have to check box that says that you have more than one value in Box 7. Then the drop down menu over to the right for the second code):

In TurboTax Desktop/CD version it looks a little different. There are actually two drop downs, one on top of the other to enter the two codes.

Click here for information on deleting your Form 1099-R in TurboTax.

If you have additional questions please fell free to come back to TurboTax Community. You can click here for information on Turbo Tax Support. You can talk with a TurboTax Live Agent and share your screen.

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