DanaB27
Employee Tax Expert

Retirement tax questions

I cannot recreate the error in TurboTax, when entering two CSA-1099-R it shows the total amount as not taxable in Kansas.

 

You can try to delete the Forms, clear the cache, delete the cookies and then reenter the Forms.

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Delete both CSA-1099-R

 

If this doesn’t help it would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: 

  1. On your menu bar at the very top, click "Online"
  2. Select "Send Tax File to Agent"
  3. Click "Send"
  4. The pop-up will have a token number
  5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

 

 

Or you can contact TurboTax support directly: What is the TurboTax phone number?

 

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