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Retirement tax questions
When you enter it initially, in the follow-up questions you need to select that it was from a Government retirement system.
You may have to delete your Form 1099-R and reenter it in order to get this box to popup again.
Follow these steps to delete your 1099-R in TurboTax:
- Go to Form 1099-R
- Select the trash can next to your 1099-R and then answer Yes
Here's where to enter your 1099-R in TurboTax:
- Open or continue your return
- In the Federal section, select Wages & Income
- Scroll to locate Retirement Plans and Social Security, and select Show more
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
You can also find the 1099-R section using the Search option in TurboTax. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.
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‎April 17, 2023
9:05 AM