ReginaM
Expert Alumni

Retirement tax questions

To change your 1099-R in TurboTax, follow these steps:

  1. While in your Tax Home,
  2. Select Search from the top right side of your screen,
  3. Enter 1099-R,
  4. Select Jump to 1099-R,
  5. Follow the On-Screen Prompts to complete this section, when you get to Box 7, use the drop down menu to select D.  Annuity payments from a non-qualified plan.

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