You'll need to sign in or create an account to connect with an expert.
After you enter the 1099-R you must continue screen by screen to indicate the amount was recharacterized then it will show on the form 1040 correctly. Do NOT just look at the summary screen as it can be confusing ... instead review the actual form 1040.
After you enter the 1099-R you must continue screen by screen to indicate the amount was recharacterized then it will show on the form 1040 correctly. Do NOT just look at the summary screen as it can be confusing ... instead review the actual form 1040.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
bradyprice1996
New Member
ds18881
Level 1
swimpro005
Returning Member
tah0476
Returning Member
Confused1231
Returning Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.