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Level 2

Solved

Can't Add Additional 1099-R

7 replies
118 views

2023 Desktop Version of TurboTax Deluxe

When I return to Retirement Plans and Social Security, I only have options to Visit All or Update already entered forms. I have no option to Add New. How do I enter additional forms?

SteamTrainAnswer

Level 15

You have to hit Continue to confirm all the entries on that form, and then answer some follow-up questions for that form, before you get to enter a new one.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Alumni - Intuit

There is an option to add additional 1099-R's in the Desktop version.

Log into TurboTax

Start at Personal
Select Personal Income
I'll choose what I work on
Scroll down to Retirement plans and Social Security
Select IRA, 401(k), Pension Plan [Update]
In the bottom left [Add Another 1099-R]

Please contact us again with any additional questions or to provide some additional details.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 2

I do not have the Add Another button on my screen (see attached).

SteamTrainAnswer

Level 15

You have to hit Continue to confirm all the entries on that form, and then answer some follow-up questions for that form, before you get to enter a new one.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Level 2

Problem was solved by following directions and going through a complete check of one of the 1099-R's I had already entered. My sister said I could have avoided this problem if I had gotten TurboTax Premier instead of Deluxe.

Level 2

That's a terrible design difference between versions. Just to be able to add a new 1099-R.