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Ray71
Returning Member

How do I enter Substantially Equal Periodic Payments (aka, 72-T distributions from my personal IRA) in TurboTax

 
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2 Replies

How do I enter Substantially Equal Periodic Payments (aka, 72-T distributions from my personal IRA) in TurboTax

Just enter the 1099-R and complete all the following screens in that section.  

dmertz
Level 15

How do I enter Substantially Equal Periodic Payments (aka, 72-T distributions from my personal IRA) in TurboTax

Be sure to click the Continue button on the Your 1099-R Entries page.  You can also go to Other Tax Situations -> Additional Taxes -> Extra tax on early retirement withdrawals.

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