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Retirement tax questions
Schedule D has nothing to do with 1099-R but Turbo is telling me that ALL of my 1099 need review, 1099-R, 1099-INT and and 1099-DIV. When I edit for review, the info makes no sense, like for total in Box 1 will be $0, even though the actual 1099 had a non-zero figure in it. Similar with the others. But when I look at the total income, it is correct. TT seems to have some bogus 1099 info and I basically am not trusting TT at this point so want to check everything, not just the summary numbers.
I cleared everything and started over, had it re-download all my 1099s from Schwab and it is still asking me to correct things that should not need correcting. For instance, when I looked at the 1099-R list, it showed two entries for my wife's IRA but she only has one IRA, not two. The bad one has all zero for income, withholdings. I looked at the actual 1099-R I manually downloaded to my computer, and it is fine. The problem is on your end.
I think the problem is it is trying to use info from my 2019 filing for some reason. One thing you need to fix is that when a user (like me) has multiple investment accounts at Schwab, you have to tell me which account the 1099-INT is associated with when I review it. Otherwise I don't know which 1099-INT I am fixing.