AnnetteB6
Expert Alumni

State tax filing

The screenshot you shared above seems to indicate that there has been Form 1099-R information entered for both you and your spouse.  

 

Try deleting your Form 1099-R entries and enter them again, including all follow-up questions.  Then, delete your state return and start it from scratch.  This will allow the Federal information to be re-transferred to your state.

 

Here are the steps:

 

First, go to the Form 1099-R summary page, then click Delete or the trash can icon beside any 1099-R entries you see.

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-R
  • Click on the blue “Jump to 1099-R” link

Then, re-enter the Form 1099-R for your spouse.

 

Next, use the detailed instructions in the following TurboTax help article to delete your state return and then go through it again.  

 

How do I delete my state return in TurboTax Online?

 

​​​​​​​@Fuzznuts

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