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Returning Member
posted Apr 6, 2020 6:13:03 PM

Unable to close out 1099-R due to wrong #'s on tax form

asking for letters from  box 13,,,plus posted amounts incorrect

0 3 385
3 Replies
Expert Alumni
Apr 6, 2020 6:31:28 PM

Box 13 should be blank. If there is anything posted, remove it.  Also review the physical copy of your 1099R and make sure that everything in your Turbo Tax return matches what is on the 1099R copy.  If after you do this and you still receiving error messages, you may wish to contact phone support so they can view your screen to see why this is occurring.   Please select this link for information to contact phone support

Returning Member
May 1, 2021 7:59:59 AM

we recieved no 1099 from roth ira or older ended principal ira

Expert Alumni
May 6, 2021 8:02:57 PM

The program knows you had the 1099-R in the past and is asking about them. Since you did not receive them, just delete those forms.