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Please enter the forms as shown on Form 1099-R. If this was a regular 401k distribution most fields will be blank. You will have most likely boxes 1 and 2a and box 7 filled out. TurboTax will ask follow-up questions to ensure correct tax treatment.
Please follow these steps to get to the retirement section for Form 1099-R:
Or use these steps:
If you like more information about each box then you can see the description of each box in the Instructions of Form 1099-R.
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