Get your taxes done using TurboTax
If you're using TurboTax Desktop, in FORMS mode, when you click on the Taxable Amount on Line 4b on the 1040 Worksheet, the magnifying glass opens a pop-up window showing the 1099-R(s) relating to this amount.
Click on the 1099-R(s) to open and check the Distribution/Taxable Amounts. If there is a duplicate, choose 'Delete Form' at the bottom of the form. You can edit amounts directly on the form if incorrect.
If you're using TurboTax Online, type '1099-R' in the Search window, then 'Jump to 1099-R' to see a 1099-R Summary. You can then Edit or Delete as needed.
