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Retirement tax questions
No, you do not need to wait for more updates. The timeline for waiting is done. Your Form 1099-R itself needs to update, and it may require deleting and re-entering if the check your entry persists.
First, try closing completely out of your program, including closing the browser window. Re-open using an incognito Chrome browser.
From inside your TurboTax program, type 1099-R in the search box and select the Jump to link in the search results.
Select Edit next to your 1099-R and run through all the subsequent questions. If you do not have any further questions, then delete the 1099-R and re-enter it.
To do this in TurboTax, follow these steps:
To delete Form 1099-R:
- From the left menu, select Tax Tools.
- Select Tools.
- Scroll to Delete a Form.
- Scroll to Form 1099-R and select Delete and Delete Selected Form and Continue.
To re-add it,
- Select +Add Another 1099-R and proceed through the entry screens.
- The questions following the initial posting should include:
- Where is your distribution from?
- Do any of these situations apply to you?
- The questions following the initial posting should include:
For more details, see: When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.