MargaretL
Expert Alumni

Retirement tax questions

Box 5 of the Form 1099-R in TurboTax is identical to box 5 on the actual form.

Please be sure that you are entering Form 1099-R in the retirement section and not in wages section. Also, be sure to enter the form into TurboTax exactly as it appears.

  •  Type 1099-R in the search box, hit Enter
  •  Select Jump to 1099-R blue link, the program will take you directly to that data entry (see pics).