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Retirement tax questions
To clarify, what version of Turbo Tax are you working in? If you are working in the software version, you may go to the forms mode in your return and then go directly to the 1099R that reports the CSA distribution. You can enter the amount directly on the 1099R in Box 16 to satisfy the program.
If you are using Turbo Tax online, let me know. We will need to investigate further to find out why Box 16 is not appearing in your program.
Normally, this shouldn't be an issue at all because the federal and state distribution is reported without having to report Box 16. With this said, if there is an entry in Box 15, you may wish to remove it to see if this makes a difference.
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‎April 1, 2024
10:13 AM