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Level 2
Feb 14, 2026 3:52 PM UTC
Question

1099R not responding?

software not responding for 1099R?

5 replies

DoninGA
Level 15
Level 15
Feb 14, 2026 3:59 PM UTC

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

 

What happens when you use this procedure?

Are you using the TurboTax online web-based editions?  Or are you using the TurboTax desktop editions installed on a personal computer?  If the desktop editions which OS are you using, Windows or Mac?

shopmbsAuthor
Level 2
Feb 14, 2026 7:52 PM UTC

Windows desktop version

The screen shows my 2024 entries with "needs update" - in orange -  no option to proceed.

I forced an entry via forms and it is also listed on the same screen now, same "needs update" 

 

Someone suggested that I delete all 5 and start over. 

DoninGA
Level 15
Level 15
Feb 14, 2026 7:56 PM UTC

@shopmbs 

The Form 1099-R section was finalized and made available in TurboTax on 01/21/2026 for the online editions and on 01/22/2026 for the desktop editions.

 

If you are using the desktop edition, click on Online at the top of the desktop program screen and then click on Check for Updates to make sure the software is at the latest release.

 

If need be you can do a manual update if using Windows - https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-windows-software-basic/L3Wf9OPaf_US_en_US