topic Inputting 1099-R in Get your taxes done using TurboTax

Inputting 1099-R

ClydeE — Thu, 13 Feb 2020 17:21:41 GMT

TurboTax will not allow me to e-file because box 13 on a 1099-R does not contain a USPS standard state abbreviation (in this case OH). When I attempt to insert OH in the correction box it tells me that I am inserting an invalid character. There was no Ohio withholding so the information is irrelevant for both Federal and Ohio tax purposes, yet I cannot bypass it.

Re: Inputting 1099-R

LeonardS — Thu, 13 Feb 2020 18:30:51 GMT

Rather than making the change in the correction box follow these steps.

With TurboTax open enter 1099-R in the search box
Then select Jump to 1099-R in the results box.
Next select edit next to the 1099-R enter the correct state code in box 13.

If this does not resolve your issue post a reply for additional help.

Re: Inputting 1099-R

ClydeE — Thu, 13 Feb 2020 19:30:27 GMT

Thanks. I had tried that before. I tried it again with the same result.

Re: Inputting 1099-R

BillM223 — Thu, 13 Feb 2020 19:51:32 GMT

I would say to do the following:

1. Make a copy of the 1099-R if you don't already have one

2. Search for 1099-r and click on the jump-to result

3. To the right of the appropriate line for your 1099-R, click on Delete or the trash can icon

4. Click on the Add A 1099-R button.

5. Manually add your 1099-R

My guess is that some garbage got into this field and while you can't see it, it is still there, upsetting TurboTax. If this is true, deleting and re-adding the 1099-R will fix it.

By the way, was this 1099-R auto-imported from your financial company?

Re: Inputting 1099-R

macuser_22 — Thu, 13 Feb 2020 20:01:19 GMT

Totally delete the 1099-R, then re-enter. If there is no dollar amount in box 12 the leave all boxes 12-14 BLANK - do not enter anything. There should never be any enter in box 13 or 14 if box 12 has no tax withheld.

That should fix it.

Re: Inputting 1099-R

ClydeE — Thu, 13 Feb 2020 20:16:03 GMT

Thank you. That did the trick. This was not imported from my financial company.