Retirement tax questions

Since you have attempted to make the revisions and are still not triggering the additional questions, I recommend that you manually delete each of the Form 1099-Rs that you uploaded and were automatically populated because there appears to be something that is now causing them to retain prior, incorrect information.

To delete each Form 1099-R, do the following:

1. On the left panel, click on Tax Tools, then the down arrow to open more options
2. You may have to scroll down a little to view the Tools option below
3. Click on Tools, then Delete a form (Usually the third option down)
4. Scroll down to delete each of the Form 1099-Rs

After you have deleted each Form 1099-R, go back and re-enter them manually.

If that does not resolve the issue, I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number  (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)