@jkbuttery wrote:
well, I did enter it into the 1099-R section and not SS. TurboTax switched it to SS income and treated it as a lump sum payment from a prior year.
And, of course, you can't actually talk to someone without paying the upcharge.
No, that is not possible. The software cannot enter anything in the SS section. Only the user of the software can enter SS income in the SS section.
Go back to the SS section and remove the income. Then go to the Retirement Plans section and enter your 1099-R.
To enter, edit or delete a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
