SamS1
Expert Alumni

Retirement tax questions

You might try changing the order you entered the 1099Rs.  If you entered the IRA 1099R last, try entering it 1st or second the review your 1040.  You would need to delete the 457 or 401K distribution to see if this would work.  I read another poster that was having similar issues and changed the order the 1099Rs were entered and it worked.  Also, clear your browser cache and cookies.  This might also help.   Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive.  On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser.  Each browser has a slightly different method for deleting cookies. Choose the browser you're using:

 

 

You can review your 1040 in the following steps:

 

  1. While in your TurboTax account, select Tax Tools in the left margin
  2. Select Tools
  3. Select View a Tax Summary
  4. In the left margin, select Preview my 1040
  5. When finished, select "Back"