MindyB
Expert Alumni

Retirement tax questions

The interview is referring to the series of questions TurboTax asks you.

 

You'll first add the 1099-R, then answer the questions "interview" pertaining to the distribution.

 

 ‌Here are the steps to add the 1099-R TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Enter the information from the 1099-R, continue through the interview questions.