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Retirement tax questions
To change your 1099-R in TurboTax, follow these steps:
- While in your Tax Home,
- Select Search from the top right side of your screen,
- Enter 1099-R,
- Select Jump to 1099-R,
- 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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March 23, 2020
3:03 PM