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Retirement tax questions
This issue was fixed. If you are using TurboTax Desktop please make sure you updated the software.
You might have to delete and reenter your Form 1099-R. If you use TurboTax Online please clear your cache and delete your cookies before reentering Form 1099-R.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Here's your 1099-R info" screen delete Form 1099-R
- Clear you cache and delete your cookies (in TurboTax Online)
- Add Form 1099-R again and go through the follow-up questions.
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April 2, 2025
10:15 AM