dmertz
Level 15

Retirement tax questions

OK, I've reproduced the problem and it does seem to depend on the order of these forms in TurboTax.  If the code H Form 1099-R is the first one entered I don't see the problem.  This is definitely reminiscent of the problem that occurred back in 2015/2016 TurboTax.

 

As a workaround I suggest deleting all of the Forms 1099-R, entering the code H form first, then entering the others.