rjs
Level 15
Level 15

Retirement tax questions

Just enter the 1099-R in TurboTax exactly as it is on the form that you received. You do not enter the 5498.


In the Search box type 1099-r, then click the link that says "Jump to 1099-r." After you enter the 1099-R, proceed through all of the follow-up questions. Read the questions carefully.