Because we normally find that Form 1099-R is valid for e-filing, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue.
You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, please follow these instructions:
Open your return, go to the black panel on the left side of your program and select Tax Tools.
- Then select Tools below Tax Tools.
- A window will pop up which says Tools Center.
- On this screen, select Share my file with Agent.
- You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
- Reply to this thread with your Token number and tag (@) the agent requesting the token from you. This will allow us to open a copy of your return without seeing any personal information.
We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.
@Imthefireguy
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