topic Can't Add Additional 1099-R in Retirement tax questions

Can't Add Additional 1099-R

skinney — Wed, 11 Feb 2026 08:44:53 GMT

2023 Desktop Version of TurboTax Deluxe

When I return to Retirement Plans and Social Security, I only have options to Visit All or Update already entered forms. I have no option to Add New. How do I enter additional forms?

Re: Can't Add Additional 1099-R

JohnB5677 — Mon, 08 Apr 2024 19:22:59 GMT

There is an option to add additional 1099-R's in the Desktop version.

Log into TurboTax

Start at Personal
Select Personal Income
I'll choose what I work on
Scroll down to Retirement plans and Social Security
Select IRA, 401(k), Pension Plan [Update]
In the bottom left [Add Another 1099-R]

Please contact us again with any additional questions or to provide some additional details.

Re: Can't Add Additional 1099-R

skinney — Mon, 08 Apr 2024 19:55:55 GMT

I do not have the Add Another button on my screen (see attached).

Re: Can't Add Additional 1099-R

SteamTrain — Mon, 08 Apr 2024 20:04:59 GMT

You have to hit Continue to confirm all the entries on that form, and then answer some follow-up questions for that form, before you get to enter a new one.

Re: Can't Add Additional 1099-R

skinney — Tue, 09 Apr 2024 18:12:46 GMT

Problem was solved by following directions and going through a complete check of one of the 1099-R's I had already entered. My sister said I could have avoided this problem if I had gotten TurboTax Premier instead of Deluxe.

Re: Can't Add Additional 1099-R

VanH1 — Sat, 08 Feb 2025 15:29:30 GMT

I have 4 1099-R's imported, and you're saying I have to walk thru all 4 everytime I need to add a new 1099-R? Who designed this thing.

Re: Can't Add Additional 1099-R

VanH1 — Sat, 08 Feb 2025 15:30:32 GMT

That's a terrible design difference between versions. Just to be able to add a new 1099-R.

Re: Can't Add Additional 1099-R

DaveF1006 — Tue, 11 Feb 2025 19:41:01 GMT

Yes, you will need to complete the review process for all your 1099 R for the following reasons.

Accuracy: Ensuring that all the information imported is correct helps prevent errors in your tax return. Mistakes can lead to delays in processing or even audits.
Completeness: Sometimes, not all data fields are imported correctly. Reviewing helps you catch any missing information.
Follow-up Questions: TurboTax may have additional questions related to your 1099-R forms that need to be answered to complete your return accurately.

Mostly data imports may have missing or incomplete information and this is the main reason why each 1099 R needs to be review. Better to be safe than sorry.