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When you receive a 1099-R at year end, TurboTax wants to know if you received monthly distributions (like a monthly pension payment) or if you took a lump-sum amount out of your retirement account, since the 1099-R doesn't indicate that difference.   Tax will be the same either way.  If required, your pension plan sends you your RMD annually and may include that amount in your monthly pension payments, or send it separately (in which case, you'd have a second 1099-R).     If you are required to take RMD and didn't receive a second 1099-R, you can tell TurboTax that 'Yes, your 1099-R included ALL of your RMD.'   Here's more detailed info on 1099-R and What is RMD?   If you pay quarterly Estimated Taxes rather than having tax withheld on your pension payments, you would include any income reported on your 1099-R's for 2025.    @SerottaD   

Actually, you don't just ignore that 1099-R...you should delete it entirely from the table of 1099-R forms you've entered.   Then, if the income doubling still happens, then delete that other 1099-R too, and re-enter it manually (don't import....use your paper form PDF/Printout to manually re-enter that 1099-R)

You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

TurboTax does not auto import any type of tax form.  The user of the software imports W-2's and Form 1099's   Import W-2 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US   Import 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US

No do you understand I did not hit amend for the fun of it ...lol what is that y'all are not comprehending I had to amend my return from 2023 to add corrected information , I already filed my original return for 2023 in Jan of 2024 it was accepted and I received a refund duhhhh. I did not amend it because of a pin you people are idiots and don't read 

Thanks!  I wrote ERP Payroll software for a long time.  The folks on the functional side are Saints with what they have to put up with: an acceptable error rate of 0% and an immovable (Jan 31) deadline from the IRS. God bless 'em.

I am filing in Utah. At the time of me writing this I have already e-filed and both federal and state was accepted. I believe since 2020, or earlier, I’ve been putting my CIB in the box after asking a couple of coworkers throughout the years. Am I going to get any repercussions? Because it looks like I’ve been submitting the wrong amount in the Native American income box when asked “Which of these apply to you” page when filing this whole time.

@user17612634912 wrote: Good idea, but Payroll offices the land over would not be able to meet the earlier dates.  They would revolt.  You'd be surprised how many during-the-year tax errors are fixed so that the W-2s balance to Payroll records. Believe, me, those poor folks scramble in January. 100% accurate post!

@DC433 wrote: The problem has been fixed with today's update. The data entry has been fixed and most financial institutions are listed.    However, some financial institutions are missing currently and some 1099-Rs cannot be imported from some institutions because they are not in the required format as of yet.    Sorry, but people who file this early are nuts anyway, for the most part.

Don't try to import it. For Online…..On the Let import your tax info go down to the bottom and pick Change how I enter my form. Then pick Type it in myself. For Desktop program scroll down to Skip Import.

@Lina0283    Did you mistakenly prepare a Form 1040X just to correct a rejected return?  If so, you should not have used "amend" as a way to fix that rejected return.   Did you understand what was said to you regarding "amending?"    If your 2023 e-file was rejected, using or clicking on the word "amend" was not the way to fix the return.  You do not prepare a Form 1040X to just fix a rejected return.    You simply make the correction to the original return and try to e-file it again within the filing period for the return.   If you did not do that by end of October 2024, you cannot e-file it.   It has to be mailed.   A "fixed" original return is not the same as an amended return on a Form 1040X.   If you send in a Form 1040X just for a missing IP PIN, the IRS is going to send the return back to you and ask you for your original return.  They will not process a 1040X if they did not receive an original Form 1040 from you.

What on gods green earth makes you think we haven’t called customer support, girl come on.  all 381 of us now, did not “mistakenly choose the wrong choice”. EVERY SINGLE TURBO FILER ACCEPTED BEFORE 1/21 DID NOT MAKE A MISTAKE, girl. COME on.  it is the EXACT WORD FOR WORD even to the DOLLAR AMOUNT CHARGED the exact same order details for 2024, 2023, 2022, 2021 and 2020, even with then amendment in 2020, STILL the same. Received the advance EVERY YEAR minutes within acceptance.  WebBank already confirmed to us that turbo tax DID NOT SUBMIT ANY REFUND ADVANCES TO THEM PRIOR TO 1/21!  TurboTax lied.