Retirement tax questions

After you enter your Form 1099-R, you are asked several questions.  You have to select the appropriate box. This will trigger your pension exclusion. See below:

You may have to delete and reenter your Form 1099-R to get this box to pop up again.

Follow these steps to delete your 1099-R in TurboTax:

1. Go to Form 1099-R
2. Select the trash can next to your 1099-R and then answer Yes

Here's where to enter your 1099-R in TurboTax:

1. Open or continue your return
2. In the Federal section, select Wages & Income
3. Scroll to locate Retirement Plans and Social Security, and select Show more
4. 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.