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Can't Add Additional 1099-R

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?

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1 Best answer

Accepted Solutions

Can't Add Additional 1099-R

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.*

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4 Replies
JohnB5677
Expert Alumni

Can't Add Additional 1099-R

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

 

Log into TurboTax

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

      

 

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Can't Add Additional 1099-R

I do not have the Add Another button on my screen (see attached).1099-Add New-l.jpeg

Can't Add Additional 1099-R

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.*

Can't Add Additional 1099-R

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.

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