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New Member
posted Mar 4, 2022 2:57:17 PM

Why does it keep telling me to review IRA, 401(K) Pension Plan Withdrawals (1099-r) when as far as im concerned it doesnt apply to me?

what does this even mean?

0 2 1528
2 Replies
Expert Alumni
Mar 4, 2022 3:15:42 PM

I assume that you see this message in the Federal Review?

 

The message says that it thinks that you have entered a form 1099-R into TurboTax, and that there is something wrong with the form.

 

The 1099-R is sent to you when you take a distribution from an IRA or a pension or an annuity.

 

Are you saying that you don't have a 1099-R to enter?

 

If not, then please do the following:

 

Do a Search (upper right) for 1099-r (ignore all the suggested search terms and just hit Enter), and click on the jump-to link. Mac users must find 1099-r in the Topics List.

 

When you arrive at the destination, if there are any 1099-Rs entered on your return, there should be a table of them here.

 

If you did not enter any 1099-Rs into your return, then use the Delete button or trash can icon to delete them. If you did enter one or more 1099-Rs in TurboTax, you will have to Edit each one to see if it should be deleted.

 

NOTE: if you did your return with TurboTax last year and carried over your data, then there will be a 1099-R already entered this year, with the name of the Payer but no dollar amounts. This (these) should be deleted.

 

If the preceding does not address your issue, then if you downloaded the 1099-R, I would encourage you to get a printed copy of the 1099-R, delete it, then re-add it. 

Expert Alumni
Mar 4, 2022 3:21:54 PM

Another note:

 

If none of the above works, try this.

 

*** Desktop***

 

1. go to View (at the top), choose Forms, and select any 1099-Rs. Note the Delete Form button at the bottom of the screen.

 

*** Online ***

 

1. go to Tax Tools (on the left), and navigate to Tools->Delete a form

2. delete form(s) 1099-R (if any)