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Retirement tax questions
It would be better to prepare the request for waiver in step-by-step mode since it's not quite obvious how to do it in forms mode. You can actually enter the $0 Form 1099-R, create the request for waiver in step-by-step mode, then delete the Form 1099-R in forms mode. As long as you never again click the Continue button on the page that lists the Forms 1099-R that you have entered, TurboTax will not delete the request for waiver. If you do click the Continue button on that page, TurboTax will make the request for waiver vanish and you'll have to do it again.
ā€ˇFebruary 13, 2024
1:17 PM