To update your 1099-R when it is otherwise not responding, try deleting it in a different way before re-adding it. To do this in TurboTax, follow these steps:
To delete it,
- From the left menu, select Tax Tools.
- Select Tools.
- Scroll to Delete a Form.
- Scroll to Form 1099-R and select Delete and Delete Selected Form and Continue.
- Refresh your browser window.
- Use an incognito Chrome browser if you have not already.
To re-add it,
- Return to the program and search for 1099-R. Select the Jump to link in the search results.
- Enter Form 1099-R, which will produce the questions you need.
- The questions following the initial posting should include:
- Do any of these situations apply to you?
- If applicable for Covid-19, select: I took out this money because of a qualified disaster (includes COVID-19)
- Where is your distribution from?
- If applicable for Covid-19, select: Pension/IRA distributions received before retirement age / None of the above
For more details, see:
When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.
What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?
