Skip to main content
January 29, 2025
Question

Can 2024 Deluxe be fixed to handle 1099-R with Distribution Code "W"?

  • January 29, 2025
  • 1 reply
  • 0 views
Distribution Code "W" 1099-R should not be added to total income. And, selecting "Continue" button after entering this does nothing. TT just stops.

    1 reply

    LindaS5247
    February 5, 2025

    You do not have to report this Form 1099-R on your tax return as it is not a distribution. It is for informational purposes only.

     

     Keep it with your tax records, but you can delete the form from TurboTax.

     

    A code W means Charges/payments for purchasing qualified long-term care insurance contracts under combined arrangements" which is excludable from income.


     

     

     


     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"