dmertz
Level 15

Retirement tax questions

smwales257, was your distribution from an inherited IRA?  If so, you must prepare a Form 8606 outside of TurboTax to calculate the taxable amount, then enter the result into TurboTax.  TurboTax has a Show Me How To Do This when you indicate that the decedent had basis in nondeductible traditional IRA contributions.

 

If this was not a distribution from an inherited IRA, it seems that you have not clicked the Continue button on the Your 1099-R entries page to reach the questions you seek.

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