If you receive a 1099-R in the amount of $10 or more then you must file the form on your tax return. This applies even if the funds are not taxable. To enter in TurboTax, follow these steps provided by TurboTax:
Here's how to navigate to the 1099-R section:
- TurboTax Online/Mobile: Go to 1099-R.
- TurboTax Desktop: Select Search Topics. Search for and select 1099-R
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