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Level 2
April 17, 2022
Question

Incorrect pension

  • April 17, 2022
  • 1 reply
  • 0 views

Turbotax is listing (and taxing me on) a pension distribution that I do not have

1 reply

Level 15
April 17, 2022

If you did not receive a pension distribution and had no form 1099-R for it, then a form 1099-R must have been entered by error.

 

On the 1099-R summary page, locate that form 1099-R and delete it by clicking on the trashcan icon next to it.

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Level 2
April 17, 2022

That's the problem, there is no form on the summary page, then the amount appears on retirement income results page.