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r-cicero
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Why did TurboTax not show all of 2017 income from various 1099R forms so I could fill in 2018 income?

 
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Why did TurboTax not show all of 2017 income from various 1099R forms so I could fill in 2018 income?

If Box 2b (Total Distribution) was checked on any of the 2017 1099-R forms, they will not carry over to 2018.

Or perhaps you checked that box during 2017 data entry by mistake.

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2 Replies

Why did TurboTax not show all of 2017 income from various 1099R forms so I could fill in 2018 income?

You mean all your 1099R forms from 2017 didn’t transfer to this year?  Maybe you are in the wrong account?  You can enter any missing 2018 forms as new, you don’t need them transferred. Or do you want to see them all so you don’t miss any this year?  You can look at your last year’s return and the actual 1099s you got last year from your files.

Why did TurboTax not show all of 2017 income from various 1099R forms so I could fill in 2018 income?

If Box 2b (Total Distribution) was checked on any of the 2017 1099-R forms, they will not carry over to 2018.

Or perhaps you checked that box during 2017 data entry by mistake.

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