Unknown entry on 1099-R Suymmary

[pmatejcek]

TurboTax 2025 Form 1099-R Summary  (Form 1099-R Smart Worksheet) has entries for IRA distributions on lines 1, 2, 5, 8, and 10; Pension and Annuity entries on lines 22, 25, 26, 32a, and 32d; and Tax Withholding entries on lines 37 and 38.  All above have entries in both columns.  

There are also entries in both columns of line 44.  We do not recognize those numbers, and don't know why they are there.

[AmyC]

Do not recognize and don't know why they are there is the issue. Some possibilities:

• pensions - could be using the simplified method - calculating the box 2a taxable amount for you
• rollover -you may have rolled over money from an IRA or 401k
• qualified charitable distribution -you may have indicated some money went from RIA to charity.
• error in importing the forms/ typing it in - double check the actual entries against the forms
• error in answering questions after entry

You can look at each 1099-R inside the program by viewing your forms.  Compare the forms in your hand to the forms inside the program. Ask yourself these questions:

• Did you really rollover IRA amounts taken from traditional? Does line 1 show your actual traditional IRA distribution?
• Were any of the pensions missing the taxable amount in box 2a? Does line 22 look correct or missing  income or ?
• Box 37 and 38 are federal and state tax withheld, those numbers should match your forms exactly.
• Line 44 is the RMD for 2025. If you are old enough to have an RMD, it is listed.

If you are using the desktop program,  in forms mode, you can right click and data source to see where numbers are coming from on those 1099-R forms.

 To print or view  your forms, including all worksheets:

• In desktop, switch to Forms Mode. 
• For online:
  1. On the left side, select  Tax Tools
  2. Select Print center
  3. Select Print, save or preview this year's return
  4. If you have not paid, select pay now.