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Retirement tax questions
You can e-file normally with a form 1099-R with code 7D in box 7.
7D is the combination of 2 codes, 7 and D. You should enter them both.
In TurboTax Online, on the entry screen of form 1099-R, put a checkmark on I have more than one value in Box 7. A second Box 7 will appear and you can enter the two codes, one in each box. The order doesn’t matter; TurboTax will make sure you get the right results either way.
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March 16, 2025
1:09 PM