ReneV4
Expert Alumni

State tax filing

This may be due to a worksheet data error, which can be corrected by doing the following:

 

  1. Check if the Distribution Code shows a Code 3 for disability, the difference may be due to a portion being moved to wages
  2. Ensure that the ownership for the Form 1099-R correctly shows you as the owner
  3. Third Option: Delete your Form 1099-R by going back to it in the Wages & Income section and clicking on the trash can icon
  4. After having deleted, go out of this section by clicking "Deductions & Credits" before returning to Wages & Income to re-enter
  5. Re-enter the information from your Form 1099-R manually
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