AnnetteB6
Expert Alumni

Retirement tax questions

No, you should not have to override the code in Forms mode.  

 

When I tested the situation in the Deluxe version of the CD/downloaded TurboTax, the option described in my other answer was on the screen.  I am not getting the same result on screen that you are showing.  

 

Please share which version of TurboTax you are using and also the distribution code shown on your Form 1099-R so that I can better duplicate your situation.  

 

@jk407 

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