BillM223
Expert Alumni

Retirement tax questions

The issue could be caused by the fact that TurboTax does not create the 1099-R data that gets uploaded. So you know the old programming phrase, "garbage in, garbage out".

 

So I can't say where the issue is here, but it may not lie with TurboTax at all.

 

And you are correct: all uploaded forms need to be double-checked after being uploaded.

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