Retirement tax questions

Follow the steps below once you are signed into your TurboTax account.

1. Click on Wages & Income in the menu panel > Search (upper right magnifier) > Type 1099r > Click the Jump to.. link
2. Click Review beside the 1099-R you want to review
3. Continue to the 1099-R details page > Check Box 1 and 2a and 2b (if there is a check in box 2b it will be important to answer the questions on the next pages
4. Also Box 7 (the code is very important), then review the rest of your form > Continue
5. Answer the question about whether this is an IRA, and what kind of retirement plan (usually Qualified)
6. Answer whether any situations apply and Continue
7. Answer whether you moved the money through a rollover..
8. Next, any periodic payments > Continue
9. Finally Preview My 1040 to check line 4 or 5 of the 1040.

I entered zero taxable amount, and did not select either check box for 2b.  I selected 'None' for rollover.  Please ask any other questions here that you might have.

Using the Tax Tools to Preview My 1040:

• To find Tools: 
  • Sign into your TurboTax account and open or continue your return. 
  • Select Tax Tools in the left menu. 
  • You'll find Tools beneath Tax Tools.
  • Select View Tax Summary
  • Select Preview My 1040 (left black panel)
  • See the image below

@mittizy