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New Member
posted Mar 31, 2025 12:38:29 PM

Turbo Tax is showing there is an error on the Retirement Benefits Worksheet. How do I navigate to the Worksheet?

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1 Replies
Expert Alumni
Apr 1, 2025 1:13:57 PM

If you are using TurboTax Desktop version you can navigate to the worksheet as follows:

 

  1. Click on "Forms" in the top right of your TurboTax screen to switch to "Forms Mode"
  2. In your left panel scroll down to your worksheet and click on it
  3. Your worksheet will show in your left panel

You may be able to make the  edits it on the worksheet. If you can't you can go back to the retirement income section of TurboTax and review your entry screens to make any necessary changes.

 

You can get back to the retirement benefit entry screens in TurboTax as follows:

  1. Click on the search icon in the upper right of your TurboTax screen
  2. Type "retirement income" in your search box
  3. Click on the link "Jump to retirement income"
  4. Select "Edit" next to your Form 1099-R to review your TurboTax entry screens