I finally had to call Intuit and get help. The 1099-R uploaded as having a code 7 (nondisability) in box 7, and then it mistakenly added in a box 7a code of "N"...
Thanks! The first question in the interview is who is the plan for: my husband and me (survivor benefits). I uploaded the 1099-R into TurboTax, and it correctly...
I'm uncertain what a cost basis is. On our 1099-R, we have a figure for Employee Contributions (about $200K). Each year, we get to take about $5K off of the ann...
The retirement plan was on the 'old' federal employee plan (before IRAs, etc). Every year the 1099-R lists Gross Distributions in Box 1, and 'UNKNOWN' in box 2a...
