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sageorge1
New Member

Normally I use the Deluxe edition but this year I have mandatory 401k withdrawals due to age over 70.5. Should I still use the deluxe edition and how do I process?

I have not been successful with the telephone service.  Thanks  George
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RichardG
New Member

Normally I use the Deluxe edition but this year I have mandatory 401k withdrawals due to age over 70.5. Should I still use the deluxe edition and how do I process?

You can continue to use TurboTax Deluxe this year and report your Form 1099-R with that version of the program.  You'll report your 4019(k) distribution under the Retirement Plans and Social Security heading.

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RichardG
New Member

Normally I use the Deluxe edition but this year I have mandatory 401k withdrawals due to age over 70.5. Should I still use the deluxe edition and how do I process?

You can continue to use TurboTax Deluxe this year and report your Form 1099-R with that version of the program.  You'll report your 4019(k) distribution under the Retirement Plans and Social Security heading.

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