I attempted to duplicate your situation in TurboTax Home and Business, but I had different results. For my case, there was messaging on the screen stating that the early distribution penalty would apply, but it was not charged on the tax return. The follow-up questions that you are seeing also did not come up for me.
Do you have other Form 1099-R that have been entered? What version of TurboTax are you using, Online or CD/downloaded version?
If you have not done so, try deleting the Form 1099-R and re-enter it.
If you would like to submit a diagnostic tax file so I can take a closer look, that might help. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms. Follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.
Use these steps if you are using TurboTax Online:
- Sign in to your account and be sure you are in your tax return.
- Select Tax Tools in the menu to the left.
- Select Tools.
- Select Share my file with agent.
- A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
- Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
- Select Online at the top of the screen.
- Select Send Tax File to Agent.
- Click OK.
- Post the token number here.
@Smorr017
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