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Retirement tax questions
To add more that one code in box 7 of your 1099-R:
- Login to your TurboTax account
- Go to My info
- Wages & Income
- Select Edit/Add by IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click on Edit or Review by the 1099-R Form that you need to edit
- 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.
- This will open another window for you to add the other code.
March 5, 2024
7:27 PM