LeticiaF1
Expert Alumni

Retirement tax questions

To add more that one code in box 7 of your 1099-R:

  1. Login to your TurboTax account
  2. Go to My info
  3. Wages & Income
  4. Select Edit/Add by IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Click on Edit or Review by the 1099-R Form that you need to edit
  6. Go through the questions and when you get to the Distribution Info, go the box as shown below, and mark I have more than one value in Box 7.  
  7. This will open another window for you to add the other code.