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Level 2
posted Feb 26, 2025 10:32:04 AM

Is it OK to file with Turbo Tax now that the 1099R issues I experienced appear to be fixed?

I've used Turbo Tax for many years with now issues or problems.  This year, due to the issues involving RMDs and multiple IRAs,  I had to seek help from the Turbo Tax community.  Now that those issues appear to be fixed, and everything else in my return appears to be in order,  should I go ahead and file my return, or wait in case more issues in the program pop up that need fixing? 

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1 Replies
Expert Alumni
Feb 26, 2025 10:47:11 AM

Yes, you can file your return, but take a moment to review the 1040.

 

You may want to make note of boxes 4, 5 & 6.  These refer to retirement income.

Also check line 23 Other taxes.  This would include any penalty for an RMD shortfall.

 

From the left sidebar

  1. Select Tax tools
  2. Hint: You may have to minimize the Federal and State selections
  3. Click Tools
  4. A Menu will pop up
  5. Select View tax summary
  6. On the left panel click Preview my 1040

Some Key numbers:

  • 11 Adjusted Gross Income
  • 12 Deductions
  • 15 Taxable income
  • 16 Tax
  • 33 Withholdings
  • 34 Refund
  • 37 Amount you owe