AnnetteB6
Expert Alumni

Retirement tax questions

The reference to A5 is answering a question asked by user dmacjr15.  That user is looking at their Form 1099-R in Forms Mode using a CD/downloaded version of TurboTax.  When doing so, there is a section visible at the bottom of the Form 1099-R where there are lines labeled A1 through A5.  That user was asking which of those lines should be checked.  

 

This information is not accessible through the Step-by-Step method of entering your Form 1099-R, but it is filled in automatically based on the inputs that you make.  

 

@saverhinos 

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