Retirement tax questions

If you can't get past this page, I would try deleting your Form 1099-R and reenter it.

Here's how to delete and reenter your 1099-R:

1. Go to to Form 1099-R , click the garbage can next to Form 1099-R to delete it.
2. Then click on Add a Form 1099-R.
3. Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
4. If your financial institution is a TurboTax 1099 partner, you can import your form.
5. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
6. If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
7. Continue answering the questions to enter or review the info from your 1099-R

You could also try the following:

1. Log into turbo tax 
2. Go to federal>income and expenses
3. Retirement plans and Social Security>show more 
4. Ira (401K), pension plan Withdrawals(1099R) Start
5. When it asks Let's import your tax info indicate that you wish to change how you enter the form.
6. Next question asks How do you want to add your 1099‑R? you can indicate that you will type it in yourself.
7. Then it asks Who gave you a 1099-R? Here you would mention it's from a financial institution.
8. Next screen will allow you to enter the 1099-R exactly the way it is listed on the form.

Click here for where to enter your Form 1099-R.

If this does not resolve your issue please feel free to contact us in TurboTax Community at any time.