3520622
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

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? 

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 Reply
JohnB5677
Expert Alumni

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

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
**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