topic Re: 1099-R in Retirement tax questions

1099-R

Jackie521 — Mon, 22 Mar 2021 16:20:49 GMT

I have been trying for 2 weeks to file my taxes. However, when I try to enter my husbands 1099-R I get the message the IRS is still working on finishing up the distributions from pensions. I was able to enter my 1099-R but it won't let me enter a 2nd one. I have run update several times, it does not help. I am running out of time. Please help!!!

Re: 1099-R

macuser_22 — Mon, 22 Mar 2021 16:31:14 GMT

Are you using the CD/download desktop version? - Be sure that it is up to date with release r22.

Do you have a 2016 to 2019 qualified disaster that the retirement was used for, to report?

Re: 1099-R

ColeenD3 — Mon, 22 Mar 2021 16:36:21 GMT

Tax season has been extended until May 15. Are you having issues with the COVID distribution? Delete both Forms 1099-R.Clear your cache and cookies and restart your computer. This should clear out everything and give you a clean slate to try again.

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments is finalized.

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets in TurboTax Online:

Open or continue your return in TurboTax.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form/schedule/worksheet in the list and follow the instructions.