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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.
‎June 6, 2019
3:26 AM