I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to do it correctly?

bernie15329 — Tue, 14 Apr 2020 18:47:46 GMT

Using Turbotax online Deluxe.

Re: I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to do it correctly?

macuser_22 — Tue, 14 Apr 2020 19:04:01 GMT

Be sure that on the 1099-R summary screen you click the button to add another 1099-R so you do not just overwrite one already filled out.

Re: I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to d...

JamesG1 — Tue, 14 Apr 2020 19:11:40 GMT

It disappeared because you cannot see it where?

Under IRA, 401(k), pension plan withdrawals at the screen Your income and expenses?

Or it is not listed with the other 1099-R's at the screen Your 1099-R entries?

Are you able to view the 1040 and see whether the income is correctly reported? You can find the 1099-R entries on IRS form 1040 line 4a, 4b, 4c or 4d.

You can review the 1040 in TurboTax Online by following these directions.

Down the left side of the screen, click on Tax Tools.
Click on Tools.
Under Other helpful links, click on View Tax Summary.
Down the left side of the screen, click on Preview My 1040 to see the actual tax return that you prepared.
Down the left side of the screen, click Back to return.

You can print or view your full tax returns prior to filing after you have paid for the software.

topic I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to do it correctly? in Retirement tax questions

I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to do it correctly?

Re: I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to do it correctly?

Re: I have entered 3 1099-Rs. After I complete the 4th one, the 3rd one has disappeared. How to d...