IsabellaG
Employee Tax Expert

Retirement tax questions

We have information that in some cases this situation could have been created if you imported a 1099-R from your financial institution. If this applies to you, we recommend that you delete that 1099-R and re-enter it manually. 
 

If you are in TurboTax Online, follow these instructions to delete the 1099-R.

 

If you are using a Desktop version of TurboTax, follow these instructions. 


 

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