LindaS5247
Expert Alumni

Retirement tax questions

I agree with @DoninGA, it may be best to delete your Forms 1099-R and start over.  Enter it manually.

 

Follow these steps to delete your 1099-R in TurboTax:

  1. Go to Form 1099-R
  2. Select the trash can next to your 1099-R and then answer Yes

 

Then manually enter your Form 1099-R exactly as it is shown.
 

Here's where to enter your 1099-R in TurboTax:

  1. Open or continue your return
  2. In the Federal section, select Wages & Income
  3. Scroll to locate Retirement Plans and Social Security, and select Show more
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

Select enter it myself.
 

Click here for where to enter your Form 1099-R

 

Click here for information on entering your Form 1099-R in TurboTax.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"