JillS56
Expert Alumni

Get your taxes done using TurboTax

Since you are stuck in a loop.   My recommendation would be to delete the 1099-R and then re-enter the 1099-R.   Sometimes this is the only way you can get rid of what is hanging up in TurboTax.   

 

To delete the 1099-R:

  1. Go into the Income and Expenses,
  2. Scroll down to Retirement Plans and Social Security
  3. Click on the Revisit button for the 1099-R
  4. Click Continue to the screen "Your 1099-R Entries"
  5. Delete the entry of the 1099-R 
  6. Then click "Add a 1099-R"
  7. Then re-enter the 1099-R

After you have deleted and re-entered the 1099-R, run a Review.