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Retirement tax questions
When entering the 2017 Form 1099-R into 2016 TurboTax, I would probably omit the amount from box 4. Entering the tax withholding in box 4 may cause TurboTax to try to include the made-up 2017 Form 1099-R in your e-filing (although it shouldn't since the tax withholding does not apply to 2016). TurboTax used to have a bug where it credited the tax withholding to *both* years, so this area has not been without its challenges.
‎June 3, 2019
5:27 PM