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The issue you are having could be due to several different factors.   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:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * 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. 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”) 

Yes, you enter the taxable amount listed in box 2b on your 1099-R when you make an entry.  The tax withheld is federal tax withholding and must be entered into box 4 in your 1099-R entry. Where do I enter my 1099-R?

When Merrill says 'forms are available for downloading' they most likely mean that you can download the 1099's from your account to your computer.   The forms for 'importing' are differently coded, and many brokers don't have those ready yet.  If Merrill is not on the program's import list, that may apply to them.    Remember that the IRS already has a copy of all your 1099's, so using the Summary Method to report totals on your tax return is perfectly acceptable.   @jeffecohen     

Deleting a form can be done. To delete a form you can use the information below. Click the link based on the software you are using.  Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. Once completed you can re-enter your Form 1099-R using theses steps.  You can enter only the taxable amount in box 2a. Where do I enter Form 1099-A? @user17701385103 

@ANNETAYLOR666    This year...TTX seems to call (almost) any of the various 1099-R type distributions, an Annuity, ....everything except 1099-R distributions from an actual IRA.   In a way, even pensions you are getting automatically, are in some loose sense...annuitized.