GiseleD
Expert Alumni

Retirement tax questions

This is taxable. Here's how to enter your 1099-LTC into TurboTax:

  1. Open (continue) your return if it's not already open.
  2. Search for this exact phrase (copy/paste strongly recommended): 1099-ltc, long-term care - distribution and select the Jump to link.
  3. On the Any Long-Term Care Contracts? screen, answer Yes to the first question (and Yes to the second question if it applies, otherwise No) and select Continue.
  4. Follow the instructions regarding the amounts you received. If you need Form 1099-LTC we'll fill it out for you.

Note: In TurboTax Online Free Edition, you'll be prompted to upgrade to Deluxe.

 

@zaydah

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