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Get your taxes done using TurboTax
TWO GLITCHES I CAN NOT GET PAST under the "Wages and Income" header and in the "Retirement Plans and Social Security" section.
The first: I entered my wife's 2025 1099-R pension information from a private company pension. As I progressed forward, a question arose asking "who did your spouse inherit this IRA from? Choice was her spouse or someone else." She did not inherit this pension! It is a pension from the hospital she worked for and is payed in monthly installments by BNY Mellon Disbursement Agent for the Sparrow Health System A2 as shown on her 1099-R. The software will not enter a number the accumulated 1099-R section, just gives me a "NEEDS REVIEW".
The second glitch showed up at the end of the "Retirement Plans and Social Security" section when an entry for "CANADIAN PENSION INFORMATION". I was asked to "Enter the name you want to use to identify this Canadian registered retirement savings plan or registered retirement income fund". I DO NOT HAVE A CANADIAN PENSION! so am unable to enter a name. So I clicked on the continue button and it will not let me proceed without the entry of a "nonexistent" name.
CAN YOU HELP ME PLEASE? RICKS