DianeW777
Employee Tax Expert

Retirement tax questions

You're right, that box is not listed for a CSA-1099R.  This may help hopefully, but it definitely will not hurt. First be sure there is no state listed unless there is withholding.  Clear any box with 'delete' that does not have or need an entry.

 

In this situation, first please try clearing the cookies and cache.   It handles many issues that seem nonsensical on a regular basis. 

  • Close your TurboTax return first.

Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options.

Once this is complete open your return then see if the error has cleared.

 

One last suggestion: And it seems you did select the correct option on entry but just to be sure:

CSA 1099-R must be selected when you enter your form.  If you are not sure you selected that, then you should delete it, then re-enter it making sure to choose the CSA 1099-R box.

 

@c000871 

[Edited: 04/09/2024 | 9:55 AM PST]

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