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Retirement tax questions
Yes, it might be a software issue. The SSN and the name on the 1099-R may somehow be incorrectly interchanged. The IRS looks for name/SSN match so that could be the problem.
You can switch to Forms mode and see if you can fix the names / SSN's there.
Here's how to switch to forms mode for Windows
Here's how to switch to forms mode for Mac
If this does not work then we suggest deleting the 1098 R forms and starting again (not in Forms mode).
How do I view and delete forms in TurboTax Online?
- Open or continue your return in TurboTax.
- In the left menu, select Tax Tools and then Tools.
- In the pop-up window Tool Center, choose Delete a form.
- Select Delete next to the form/schedule/worksheet in the list and follow the instructions.
March 10, 2021
8:54 AM