Copy of last year 2023list of my 1099R to compare with my 2024 R.

TurboTax recently updated that section.   Please delete the 1099-R and re-enter it making sure to answer all of the follow-up questions.  

 

How to delete forms in TurboTax Online

 

How to delete forms in TurboTax Desktop

 

Where do I enter a 1099-R?

 

TurboTax does not keep copies of your tax forms.   If you e-filed last year, copies of your tax forms should be with your tax paperwork.   Use the steps below to re-enter your 1099-R.

 

Please follow these steps (From Dana B) in TurboTax Online:

 

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “1099-R”
3. Click on “Jump to 1099-R” and enter your 1099-R
4. Continue until "How much of the $XXXXX was a RMD?" screen and select "Only part of this distribution was a RMD" and enter the amount of RMD /or select "The entire distribution was an RMD" (if this distribution includes RMD for other IRA accounts then you included the amount here)
5. Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
6. On the "Review your 1099-R info" screen click "Continue"
7. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD". If you had one IRA where you didn't take the RMD but took it from your other IRAs then select "An IRA..."
8. On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (where you didn't take a distribution from).

 

 

In TurboTax Desktop:

 

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your 1099-R
3. On the "Required Minimum Distribution" screen enter RMD for this account 
4. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "Some of this distribution…" and enter the RMD amount / or select "The entire distribution applied…"  (if this distribution includes RMD for other IRA accounts then you included the amount here)
5. On the "Your 1099-R Entries" screen click "Continue"
6. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD". If you had one IRA where you didn't take the RMD but took it from your other IRAs then select "An IRA..."
7. On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (where you didn't take a distribution from).