SamS1
Expert Alumni

Retirement tax questions

I would start by deleting the 1099R and re-entering it manually.

After you have logged in and are in your return in TurboTax Online:

  • Go to Search at the top of the screen.
  • then enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • There delete the 1099R in question by clicking on the trash can next to the form
  • Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

 

If box 16 is blank on your 1099R, enter the box 1 gross distribution amount and see if that works.  If this is a NYS 1099R, that might fix it.

 

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