Hi
@TurboTaxMarilynG , I didn't realize that my response was specific to
@macuser_22 , but as I mentioned to him, there is still this looping error. Please find here the steps I followed:
- My spouse has an excess contribution due to job changes in 2018
- I have the CD/download version of TurboTax and encountered this error in the "Review" tab
- I have implemented your recommendation - 2019 1099-R code P (since I already have this done)
- this now reflects under my Federal Taxes > Wages & Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) under the 2018 column
- I go to Federal Taxes > Smart Check and see the warning in 12b and ignore and proceed to the Review tab
- the Review tab analysis also provides me this warning on 12b
- I continue on to File > File a Return > Transmit Your Returns (Transmit Returns Now). This is going into a loop...
Transmit Your Returns (Transmit Returns Now) > We Need to Make One More Check (Continue) > Check This Entry [12b warning] (Continue) > Transmit Your Returns (Transmit Returns Now)
Any idea how to get this fixed? I paid for the e-file as part of the package for Federal and also paid on top of that for the State-level and would really want this done e-filed via TurboTax.
