☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 31, 2019 11:59:40 PM

1099-R has old options for box 7

It looks like the options in the 1099-R, box 7 still refer to the 2016 tax options, not the updated 2017 options at https://www.irs.gov/pub/irs-pdf/f1099r.pdf.

0 1 325
1 Best answer
Level 15
May 31, 2019 11:59:43 PM

2016 TurboTax's drop-down text assumes that you are entering a 2016 Form 1099-R.  If you have received a code P (or code R) 2017 Form 1099-R that you must enter into 2016 TurboTax, select code P (or code R) and later in the follow-up TurboTax will ask you if it's actually a 2017 Form 1099-R.

1 Replies
Level 15
May 31, 2019 11:59:43 PM

2016 TurboTax's drop-down text assumes that you are entering a 2016 Form 1099-R.  If you have received a code P (or code R) 2017 Form 1099-R that you must enter into 2016 TurboTax, select code P (or code R) and later in the follow-up TurboTax will ask you if it's actually a 2017 Form 1099-R.