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Sotouboy
New Member

1099R Triple counted in income

I've been working on 2024.  Somehow, my pension income on the Summary Sheet is more than 3X the pension amount I entered on my 1099R.  I've gone back over the data four times but cannot figure out where the calc error is occurring.  Any ideas of what to do?  I can share screen shots.  (MacBook Pro, Sequoia 15.3.1)

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KeshaH
Expert Alumni

1099R Triple counted in income

If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

 

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

 

If you're using TurboTax Desktop:

  • Click on Online in the top menu of TurboTax Desktop for Windows
  • Select 'Send Tax File to Agent'
  • Write down or send an image of your token number and state then place in this issue.
  • We can then review your exact scenario for a solution

 

Please reply to this message with your token so that we can further assist you. Let us know all other states, if any, that are included on the return.

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