dmertz
Level 15

Retirement tax questions

You don't enter the 2018 Form 1099-R itself into 2017 TurboTax , but for the purpose of the Retirement Savings Contributions Credit, if you are eligible for the credit, you must indicate that you made a distribution from a retirement plan after 2014 and before the due date of your tax return, then enter in the box for 2018 Roth IRA, traditional IRA and Qualified Plan Distributions the $500 distributed but not rolled over.