TurboTax EasyStep does not handle this situation very well which is why I didn't use it. Follow the steps in my note above and you won't get into any issues. By...
I did not use Easy Step for this process as I think thequestions don't do the trick. Go to the top of the page and select "Open a Form". From the list which app...
Partial Rollover will absolutely work. Go to the 1099-R in the "Forms" part of the Program for the Investment Company (I did not use Easy Step). Fill out the to...
Thanks for hunting that down on the forum.I found it easier to input the numbers on the 1099-R Form in the program rather then using Easy Step. Some of the Easy...