Please check your entry on the "Did you use your IRA to pay for any of these expenses?"/"These Situations May Lower Your Tax Bill" (for Qualified Plans) screen. Only enter the taxable amount for the exception.
- Login to your TurboTax Account
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" after all 1099-R are entered and answer all the questions.
- Continue until "Did you use your IRA to pay for any of these expenses?" screen and review the entry.
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