I took a taxable distribution of about $400 from my IRA and received a 1099-R with that amount reflected in Box2. I imported the 1099-R, verified all boxes were correctly imported, and double verified in the Income section that everything showed up correctly.
I finished my return and did a live share with a TT Expert who verified everything was correctly. When I saved a PDF version of my return, neither line 4a or 4b was populated (blank). I tried to contact Support and the tax expert was poorly informed and tried all sorts of strange explanations then just dropped the chat entirely and said she could not help.
What do I do?
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Delete the Form 1099-R that was imported and re-enter the 1099-R ,manually.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
I had already submitted the return to the IRS by the time I noticed the error. Neither Turbotax expert noticed the absence because they didn't check the 1040, only that I had entered the data into Personal Income correctly.
Both the IRS & state accepted the return despite the omission. Not sure what to do.
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