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There is no reason to download all of the activity you had on your IRA to TurboTax. The distributions from your IRA are included in the 1099R that you entered. If you just want your own record of your various withdrawals, dates, etc. you do not do that through TurboTax. Go to the financial institution's website and do that for yourself.
There is no reason to download all of the activity you had on your IRA to TurboTax. The distributions from your IRA are included in the 1099R that you entered. If you just want your own record of your various withdrawals, dates, etc. you do not do that through TurboTax. Go to the financial institution's website and do that for yourself.
My problem is I can not get to the GUI (Graphic User interface) to access the ‘down load option’. When I click on the page to enter the 1099R it only lets me enter then manually. Can you provide me with the click-by-click instructions to thee to the down load GUI?
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