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jayburt
New Member

My 1099 Int form is for a CD, but Turbo tax asking what type of retirement it is, this does not apply. What do I do?

the turbo tax question has nothing to do with the CD interest. Do I skip the question?
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2 Replies

My 1099 Int form is for a CD, but Turbo tax asking what type of retirement it is, this does not apply. What do I do?

You must be in the wrong spot.  Delete it and enter it under interest.  Or did you get a 1099R for it?

 

Go to Federal
Wages & Income
Interest and Dividends

If you get to the list of investments, go to the bottom and click on +Add Investments
Then to Import enter the bank or financial institution in the search box
Then double click on the item below


OR to manually enter, don't enter the bank name and click Skip Import at the bottom


THEN....should be a screen with 5 boxes, Interest, Dividends, Stocks, Bonds, Mutual Funds, Cryptocurrency and Other.

BillM223
Expert Alumni

My 1099 Int form is for a CD, but Turbo tax asking what type of retirement it is, this does not apply. What do I do?

Leave this interview.

 

Where are you trying to enter this? In the 1099-R interview, or the 1099-INT interview?

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