topic Duplicate handling of downloaded 1099R in Get your taxes done using TurboTax

Duplicate handling of downloaded 1099R

LackbeardCO — Mon, 09 Mar 2026 05:21:19 GMT

We downloaded two 1099Rs from Schwab for IRA distributions, one for each of two different accounts. One of them looks like it entered correctly, as an IRA distribution. The other one is added in twice, once as an IRA distribution (correct) and once as part of pensions and annuities (incorrect). How can I fix that? Brute force would be to delete the downloaded 1099 and enter the information by hand. Any better fix?

Re: Duplicate handling of downloaded 1099R

MichelleLO — Sat, 26 Feb 2022 15:53:44 GMT

The best option would be to delete the 1099-R and enter it manually. Please see the below TurboTax help article to assist with this.

How do I delete a 1099-R?

Re: Duplicate handling of downloaded 1099R

LackbeardCO — Sat, 26 Feb 2022 16:03:04 GMT

That worked. Thanks