DavidS127
Expert Alumni

Retirement tax questions

Your 1099-R entry form should be working in TurboTax.  Here are some troubleshooting steps:

  1. Is your TurboTax software up to date?  If you are using TurboTax Download/CD, check for updates (under Online menu on top row).  If you are using an Online version it should update when you sign out and sign back in.
  2. Try to "clear your cache and cookies", using the TurboTax Help article at this link as a guide.
  3. Delete the 1099R form currently in your TurboTax, so that it will load a fresh one. Click here for the instructions to delete a form in TurboTax Online.  If you are using the TurboTax Download/CD version, you click "Forms" (top right) and once in Forms mode you find any 1099R worksheets in the list in the left pane, and delete them.

 

 

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