DoninGA
Level 15
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Retirement tax questions

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

If you are using the TurboTax desktop editions make sure that you are at the latest release.

Click on Online at the top of the desktop program screen

Click on Check for Updates

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