I imported the info for the 1099-R form. the account # imported is different from the paper copy I received from retirment institution

denisse664 — Sun, 15 Feb 2026 14:35:34 GMT

which one is the correct one

Re: I imported the info for the 1099-R form. the account # imported is different from the paper c...

ReneV4 — Sun, 15 Feb 2026 22:49:42 GMT

The correct account # is the one from the original Form 1099-R. However, it will not affect your return if it is not correct.

If you would like to edit your imported 1099-R manually to make corrections, you can follow the instructions below.

Go to Wages & Income on the left panel within your TurboTax account
Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click on the pencil to the right of your 1099-R to edit it
Continue through the questions until you reach, "Enter your 1099-R details from _"
Enter the information from the original Form 1099-R that you received
Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue

Alternatively, you can delete the imported Form 1099-R and re-enter it following the above steps, but using the trash can icon instead of the pencil.

topic I imported the info for the 1099-R form. the account # imported is different from the paper copy I received from retirment institution in Get your taxes done using TurboTax

I imported the info for the 1099-R form. the account # imported is different from the paper copy I received from retirment institution

Re: I imported the info for the 1099-R form. the account # imported is different from the paper c...