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This sounds like a normal 1099-R reporting a normal distribution. You can enter the 1099-R into the TurboTax program the way it is reported. Enter the boxes that are reported and leave blank boxes blank.
To enter a 1099-R
Sign into your account and click Take me to my return and Pick up where I left off if needed
Click Search on the top right of the screen
Type 1099-R into the search box you just opened
Hit your “Enter” key on your key board or click the magnifying glass on the search box
Click on the “Jump to 1099-R” link
Answer the interview questions to continue through the screens
(Please see screenshots below)
This sounds like a normal 1099-R reporting a normal distribution. You can enter the 1099-R into the TurboTax program the way it is reported. Enter the boxes that are reported and leave blank boxes blank.
To enter a 1099-R
Sign into your account and click Take me to my return and Pick up where I left off if needed
Click Search on the top right of the screen
Type 1099-R into the search box you just opened
Hit your “Enter” key on your key board or click the magnifying glass on the search box
Click on the “Jump to 1099-R” link
Answer the interview questions to continue through the screens
(Please see screenshots below)
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