how do I get past the rmd review of my 1099R

dm_land — Tue, 03 Feb 2026 06:04:23 GMT

program is stuck in loop asking for review of RMD information

Re: how do I get past the rmd review of my 1099R

SabrinaD2 — Mon, 20 Jan 2025 18:49:00 GMT

The loop may occur due to incomplete RMD details, inconsistent responses, or conflicting entries on related forms. For example, the RMD question may not be fully addressed, or the Distribution Code in Box 7 may not align with the distribution type.

Steps to Resolve the Issue:

Sign out of TurboTax: Ensure you sign out completely from your TurboTax account.
Clear Browser Cookies and Cache: Go to your browser settings. Find the option to clear cookies and cache (usually under Privacy or History settings).
Log Back Into TurboTax: Reopen TurboTax and log back into your account.
Delete and Re-enter the 1099-R: Go to the Wages & Income section, delete the entry, and manually re-enter it, ensuring all fields are accurate.
Review Related Forms: Use Tax Tools > Tools > Delete a Form to check for duplicates or incomplete forms, such as Form 5329.
Ensure RMD Questions Are Fully Answered: Double-check whether the distribution was fully or partially an RMD and enter exact amounts as needed.

Re: how do I get past the rmd review of my 1099R

dm_land — Wed, 22 Jan 2025 18:25:55 GMT

I figured it out before the reply came using some of the steps in this answer. I deleted the return and started over but following these instructions would have resolved the problem.

topic how do I get past the rmd review of my 1099R in Retirement tax questions

how do I get past the rmd review of my 1099R

Re: how do I get past the rmd review of my 1099R

Steps to Resolve the Issue:

Re: how do I get past the rmd review of my 1099R