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posted Feb 20, 2023 8:34:05 AM

I have a 401k withdrawal after 59 1/2. Step by step keep reverting back to before 59 1/2 for the 1099R. How can I get that box to stay checked?

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1 Replies
Level 15
Feb 20, 2023 8:39:43 AM

You don't.  TurboTax just needs to know the answer temporarily to determine if you have a penalty for an early distribution.  Just mark the correct answer and move on.  Do not edit the Form 1099-R again to determine how TurboTax is handling the distribution, instead look to see that you have no penalty shown on Schedule 2, line 8.