topic Re: 1099R in Get your taxes done using TurboTax

1099R

Sophielopez — Mon, 23 Feb 2026 11:35:10 GMT

Entered all my information for 1099R however I keep getting this error to fix asking me to fill out "Pension, Annuities and IRA worksheets TP: Part D, Line 2 must be entered" I do not have any information for line 2 nor have we taken a lump sum distribution. Don't understand how to fix this error. We receive a monthly distribution from IRA account no lump sum distribution or conversion to Roth 401K. Please help resolve.

Re: 1099R

dmertz — Sun, 26 Feb 2023 14:01:10 GMT

It seems like the box on line D1 somehow got marked. If you can't figure out how to unmark that box, I suggest deleting and reentering the Form 1099-R.

Re: 1099R

Sophielopez — Mon, 27 Feb 2023 15:35:06 GMT

THANK YOU, that resolved the issue.