DaveF1006
Expert Alumni

Retirement tax questions

If the software won't let you enter a number, it’s often because a "0" is already sitting in a hidden field. Try deleting the IRA entry entirely and then re-enter. This may clear the issue especially if this form was imported and not entered manually. 

 

  1. Go to Federal > Wages & Income.
  2. Scroll down to Retirement Plans and Social Security and select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
  3. On the 1099-R Summary screen (titled "Here's your 1099-R info"), you will see a list of your entries.
  4. Click the Trash Can icon (or Delete button) next to the specific 1099-R you want to remove.
  5. log out and back in again to save the change
  6. Re-enter your 1099 R.

@Mike6174 

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