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Retirement tax questions
One possibility is that you had entered a Form 1099-R in the previous year's TurboTax program and the blank Form 1099-R was carried over to this year. You made have made up a new one and enter your information from the form so TurboTax may be asking you to complete the blank form that got carried over. I suggest you look at the forms in your program to see if there is a duplicate Form 1099-R. If so, you can remove it.
Follow these instructions:
1. Choose the Tax Tools option on your left menu bar
2. Choose Tools
3. Choose the Delete a form option under Other Helpful links
4. If you find a duplicate Form 1099-R use the delete option to remove it
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‎February 15, 2024
3:00 PM