LindaS5247
Expert Alumni

State tax filing

Try deleting your Form(s) 1099-R and reentering them.  After reentering them pay close attention to any followup questions or prompts.

 

To delete a form in TurboTax,

  1. Log in, and choose Tax Tools, then Tools on the left side of your screen.
  2. In the Tools Center, choose Delete A Form.
  3. In Review Form List, find the 1099-R and choose Delete, if it's there. ...
  4. On the screen Delete Selected Form, select Delete.

 

Here's where to enter your 1099-R in TurboTax:

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

 

Click here for information on the taxability of your retirement withdrawal.

 

Click here for where to enter your Form 1099-R

 

Click here for the instructions for Forms 1099-R.

 

 

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

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