3560070
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I did not make a withdrawal from my retirement account for disaster. TurboTax will not accept this answer

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
TomK2023
Expert Alumni

I did not make a withdrawal from my retirement account for disaster. TurboTax will not accept this answer

Did you import this 1099-R from your financial institution?  It may not have transferred correctly.  

 

Double check that the code entered in the program from box 7 of your 1099-R is correct.

 

If it is, you may need to delete it and import it again or even enter it manually (type it in yourself) if that doesn't correct the issue.

 

Add/Edit/Delete Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.):

  1. Open your return (if not already open).
  2. Enter "1099r" in the Search box.
  3. Click on "jump to 1099r" link.  
  4. Import or Enter you information manually.  You may also delete (garbage can) or edit (magnifying glass) your 1099-R on the Review your 1099-R info page.

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

View solution in original post

1 Reply
TomK2023
Expert Alumni

I did not make a withdrawal from my retirement account for disaster. TurboTax will not accept this answer

Did you import this 1099-R from your financial institution?  It may not have transferred correctly.  

 

Double check that the code entered in the program from box 7 of your 1099-R is correct.

 

If it is, you may need to delete it and import it again or even enter it manually (type it in yourself) if that doesn't correct the issue.

 

Add/Edit/Delete Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.):

  1. Open your return (if not already open).
  2. Enter "1099r" in the Search box.
  3. Click on "jump to 1099r" link.  
  4. Import or Enter you information manually.  You may also delete (garbage can) or edit (magnifying glass) your 1099-R on the Review your 1099-R info page.

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question