You could try deleting your Form 1099-R and reentering it. Often this helps if a number is not recording correctly.
You can delete your Form 1099-R and then re-enter it as follows in TurboTax:
In TurboTax Desktop:
- Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
- Select" I'll Choose what to work on"
- In your "Income Summary" scroll down to "Retirement Plans & Social Security"
- Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
- Click on "Add Another 1099-R"
- Select "I'll Type it Myself"
- Select the type of Form 1099-R you have, and Continue
- Enter your "Payer Name" and the rest of your Form 1099-R details
In TurboTax Online:
- Open your return and select "Pick up where you left off"
- Select Wages & Income" in your left panel
- You will see the 1099-R's that you already entered
- Select "Add/Edit" next to the 1099-R's
- Select "Add another 1099-R"
- Select "Change how I enter my form"
- Select "Type it myself"
- Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
- Select "Continue"
- Enter your Payer Information and the rest of your Form 1099-R details
You could try logging out of the program and logging back in. You can also clear your cache and cookies.
Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.
You may also try using another browser
Click here for the IRS instructions for Form 1099-R.
Click here for instructions on where to enter your Form 1099-R
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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