3615129
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

drc4him
New Member

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

 
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
LindaS5247
Expert Alumni

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

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

 

**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