It sounds like this RRB Form 1099-R (Green Form) may have been entered in the Standard Form 1099-R section instead of the RRB 1099-R section. TurboTax is looking for information to match the specific type of form being entered, so let's delete this entry and then re-enter it.
How to delete the 1099-R:
- Go to the Income section
- Click Review on IRA, 401(k), and pension plan withdrawals
- Click on the trash can to the right of your Form 1099-R, which will delete the Form
- Note: After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel. This helps to refresh the system
- Return to the Income section and re-enter your Form RRB 1099-R (Green Form), ensuring you select the RRB 1099-R box, before carefully following all of the prompts
- Note: a Blue RRB Form 1099 is not entered in the 1099-R section. That form is entered in the Social Security (SSA-1099, RRB-1099) section
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