KathrynG3
Expert Alumni

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?

For more details, see: When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.

 

@dmgemperline