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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.
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- 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:
- On your menu bar at the very top, click "Online"
- Select "Send Tax File to Agent"
- Click "Send"
- The pop-up will have a token number
- 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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February 16, 2022
9:56 AM