rroman
Returning Member

Get your taxes done using TurboTax

Here is what I did to get rid of this annoying problem..

 

First, I made sure all of my 1099-Rs were entered correctly. (One was manually entered and one was imported)

 

I then followed what SteamTrain suggested: "delete the form (trashcan) in the Canadian Pension area...but DO NOT Continue out of that page.   Just jump to another area entirely by clicking a different section selection in the menu...like click on Deductions&Credits."

 

I then did a Federal Review and TurboTax indicated I had no errors.

 

I went back to the "Wages and Income" summary page and clicked the "Next Income Section" at the bottom right of the summary page. TurboTax continued on without problems and I was able to complete the Federal and State returns by the interview method and e-file without errors.

 

I suggest once you trash can the Canadian form in the 1099-R section that you do not go back into that section. I think going back to the 1099-R section might re-trigger the Canadian form error. At least, that's my experience/suggestion.