KathrynG3
Expert Alumni

Retirement tax questions

When there is an error, sometimes the fastest approach would be to delete the form and add it again.

 

If something was inadvertently added on a page, even a $0, it could interfere. Please click on this link about entering Roth IRA's in TurboTax Online to go to a Community article about entering the 1099-R for a Roth.

 

The basis. or amount of the original investment, in the Roth IRA may still need to be entered into TurboTax. 

 

The distribution code is very important and is found in Box 7. Please check that this is entered exactly as the 1099-R was issued.