i don't live in Wi. however, I did review the filing instructions for 2022. if you mail in your return it would seem the 1099-R is only required if there is withholding. for e-filing there is no mention of having to include a copy of the 1099-R. something is wrong and it's not Turbotax. Contact the WDR see page 11 of instructions
https://www.revenue.wi.gov/TaxForms2022/2022-Form1-Inst.pdf
and find out why they need the form. I don't remember seeing other threads where the taxpayer had to send them an actual copy of the 1099-R when they e-filed.
they shouldn't need a copy.
Depending on the state, the employer/trustee may need to send the 1099 forms, along with possible other information, to the state unless the state participates in the Combined Federal/State Filing (CF/SF) program
Combined Federal/State Filing (CF/SF) program
CF/SF is the abbreviation for the Combined Federal/State Filing (CF/SF)Program. Through the Combined Federal/State Filing (CF/SF) program, the Internal Revenue Service: Information Returns Branch (IRS/IRB) will forward original and corrected Forms 1099 filed electronically to participating states.
don't know if Wi participates. if not then the trustee should be filing with the state
however, are you filing before you actually receive the 1099-R. that will cause the problem.
Customer assistance:
phone: (608) 266-2486
email: DORIncome@wisconsin.gov
switching return preparers probably won't solve the issue so you need to find out what it is.
