All Posts

If you would like to re-visit your 1099-R entry to review and/or edit, follow the instructions below:.   Go to Income on the left panel within your TurboTax account Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on the pencil to the right of your 1099-R to review/edit it Click Continue through the entries you've made until you reach, "Let's get more information about your Required Minimum Distribution (RMD) Here you can go through the RMD interview questions again to make your changes   Alternatively, if that does not resolve any error messages you are receiving, you can delete the Form 1099-R (and Form 5329 if a penalty was triggered) and re-enter your 1099-R manually by following the above steps, but using the trash can icon (to the right of your 1099-R) instead of the pencil at step number 3 above.    After deleting, click outside of the Income section (such as on Deductions & credits) before going back to Income to re-enter the Form 1099-R following the above steps.

No one can call you from the user forum.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.        

To delete a vehicle and its associated mileage entries from your business forms in TurboTax Online, follow these steps: 1. Navigate to the Tax Tools menu in the left navigation pane. 2. Select Forms to view all forms related to your business return. 3. Hover over the form or vehicle-related entry you want to delete, then click the trash can icon. 4. Confirm the deletion when prompted. If the form or vehicle information reappears, go back through the TurboTax questions about your business and vehicle use to update or remove those entries.

You do not mention why you filed by mail instead of e-filing.   If you used online TurboTax, the fee is the same whether you e-file or file by mail.   Once you file your tax return, TurboTax receives no information from the IRS---whether you e-file or file by mail, so no one at TT knows if your envelope successfully made it to the IRS.  If the IRS received the return you should be able to see information on the IRS refund site.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

Try using another browser. This is a very common issue. To enter multiple values including the code "7D" for Box 7 in TurboTax online, follow these steps: 1. Go to the Wages & Income section. 2. Find and select the section for reporting your distribution (such as IRA, 401(k), Pensions, and Annuities). 3. When entering the distribution details, locate Box 7 on the form. 4. Check the box labeled "I have more than one value in box 7." This will allow you to enter multiple codes. 5. Enter the first code (e.g., "7") along with its amount. 6. Then, add the second code (e.g., "D") and the corresponding amount separately. This ensures both parts of the code "7D" are accurately captured in TurboTax.  

Since you took your total RMD from the one account, you can indicate your total RMD was satisfied from this distribution by doing the following:   First, delete your Form 1099-R entry and the Form 5329 that was generated, since it does not apply:   For TurboTax Desktop, in Forms Mode, Click on Form 1099-R/Form 5329 then click Delete form at the bottom left For TurboTax Online, Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 1099-R and also Form 5329   Next, re-enter the Form 1099-R :   Click Income in the Federal section, then Retirement Plans and Social Security Select Review/Start, to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)  Click on the +Add a 1099-R, then Enter a different way, then Type it in myself Click Continue through the interview questions "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)

Thanks, but what do you mean when you said "selecting certain options I didn't need to"? Sure, I could type in totals from my 1099, but as I understand it, I will then need to separately mail in other information to the IRS since I provided summary totals. I'd like to avoid it and just e-file without have to create a mailer. And, as well, I'd like to avoid the typing exercise. For something that should just work (and has worked fine in previous years). One other note on this forum software - not sure why the screen shot I uploaded isn't displaying at all. Does it have something to do with my post count? Or another cause?

Regular payments for pensions or annuities are automatically considered to satisfy the RMD requirement for those required to take RMD withdrawals.  When you enter your 1099-R in TurboTax and get to the screen "Let's get more information about your Required Minimum Distribution (RMD)", for the RMD due by Dec. 31, 2025 just enter an amount in that box that is equal to Box 1 for that 1099-R.  Click Continue, and then select "The entire distribution applied to the December 31, 2025 RMD", then click Continue.   Since this is a pension, for Annuity information, answer yes that your received periodic payments, then continue answering the questions pertaining to that plan until you get back to the "Your 1099-R summary" screen.