Is anyone else using TurboTax Online Premier Edition missing their 2020 New York State Local Retirement System 1099-r income on the Federal wages and income page?

[raysim52]

Yesterday I received my NYSLRS 1099-R and logged into TurboTax Premier online to begin my Tax filing. As I proceeded through the pages and when I got to the Federal Wages

[AmyC]

I added one using all the NYSLR numbers and it showed up on the wages and income page. Try logging out and back in again. You may need to change browsers. Please let us know if this continues to be a problem.

[raysim52]

Hi Amy, 

The online issue isn't adding a new 1099-R to my Federal Wages and income page for 2021. The issue is TurboTax is not pulling the year 2020 1099-R information alone with the other 2020 information such as my 2020 W2, 2020 Bank Int., 2020 Bank Div, and Etc. into my Federal Wages and income page.

Regards, 

Ray

[AmyC]

So your program is pulling in dividends, interest, etc but not the 1099R? Try starting here . Troubleshoot transferring from a prior year return - TurboTax  This article contains links to more articles, if needed.

[raysim52]

Hi Amy, that is not the issue. The issue I am discussing you can see in the attached below, which is the last line in red (at the bottom). Since I contacted TurboTax support and the Resolution desk advised me that TurboTax is aware of this issue and they are looking into it.

Regards,

Ray

[MarilynG1]

If you type '1099-R' in the Search area, are you able to click on 'Jump to 1099-R' ?

[raysim52]

Yes but that is not the issue.

[KrisD15]

Is it included in the total amount on that line titled Social Security (SSA-1099, RBR-1099) ?

Does the amount recorded on the last section include the NYSLRS-1099? 

[raysim52]

No it's not included in the total amount on the line titled Social Security SSA-1099, RBR-1099.

What I did was I added a 1099-R and when I did it did contain the correct information for the New York State Local Retirement System (name, address and tax ID) and when I completed entering my 2021 information and returned to Federal Wages and Income page, my 2020 NYSLRS 1099R is now listed. Therefore it's noonger missing. 

Regards, 

Ray

[KrisD15]

Thanks Ray,

Good to know. 

Apparently TurboTax was not going to "Compare" the income until they had a 2021 number to compare the 2020 amount to, although it listed 2021 Social Security as zero when you had 2020 income from that. 

Perhaps the page didn't load quite right. Glad it is all coming together. 

Please reach out to us with any questions, that's what we're here for.