Anita01
New Member

Retirement tax questions

If  you have to open your return back up.

  • Log in and go to your 2016 Tax Timeline.
  • If TurboTax thinks you are finished, there will be no "Take me to my return" (continue return) button.
  • So in that case, scroll down to "Some things you can do."
  • Choose "Add a State."  (you don't really add one; that's just to get the return to open up.)
  • Click on the Federal taxes tab.
  • Once the return is open you can just type the words retirement income in the Find box on the upper right, 
  • hit enter
  • then the Jump To that appears.
  • Update the 1099-R section and edit the one in question.

You can also Go to the Federal taxes tab, select Wages and Income, then 

Choose What I Work on if you see it, if not, just scroll down to retirement income to update the 1099-R section.

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