After Entering my wifes 1099R, Turbo tax is assuming she just retired and received a lump sum by asking Did she inherit this IRA and then what she did with the money?

[jdlilly127]

TTAX is assuming my wife retired this year by asking if she inherited this IRA and then TTAX asks, Where did Mary move the money,  like we took a lump sum.  This happens just after entering info on 1099r.   This is a monthly distribution that we started years ago.

[TomYoung]

Sounds to me like your wife is getting distributions from a pension but you ticked the box on the 1099-R that says the distribution is from an IRA.

[Lisa995]

Whats the code in Box 7 of the 1099R?

[jdlilly127]

The code is 7 in Box 7

[jdlilly127]

What box number are you referring to that was ticked accidentally as an IRA? please state BOX Number.

[Lisa995]

Next to Box 7 is a checkbox that says IRA/SEP/SIMPLE   if that gets checked the software considers it an IRA.

If the form isn't acting like expected, I'd delete that 1099R and re-enter it from scratch

[jdlilly127]

I will try to delete and redo

[jdlilly127]

Deleteing the Original 1099r was the answer.  I was able to move past the Lump Sum questions.  Thank You

[Lisa995]

Every once in awhile a form just gets corrupted or something, not sure how or why, but deleting and reentering it seems to solve it.

[Lisa995 · Accepted solution]

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