MarilynG1
Expert Alumni

Retirement tax questions

First, make sure your birthdate is correct in the Personal Info section.

 

For a normal retirement distribution, you should see Code 7 in Box 7 of your 1099-R.

 

If you're using TurboTax Online, clear your Cache and Cookies and return to the 1099-R entry area.

 

If you imported your 1099-R, you may delete/re-enter manually.

 

You can also Delete Form 5329; however it may regenerate if the 1099-R (or birthdate) are incorrectly entered. 

 

Since we can't see your return in this forum, let us know if this resolved your issue.  You can also Contact TurboTax Support

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