Get your taxes done using TurboTax

I have experienced a similar failure of TTax of not importing 1 of my  3  2022 1099-Rs to the 2023 return.

All three were properly imported from 2021 to 2022. 

I checked in all prior years that the DO NOT TRANSFER box was NOT checked; nor the 2b box for TOTAL DISTRIBUTION.

However, there is a chance that last year I may have tried to populate the form by connecting online with the Investment Co, rather than manually.  I just can't remember, but probably was.

So, maybe it is related to how the form was populated and if TTax assumes I'll do it that way again.