topic 1099R not responding? in Retirement tax questions

1099R not responding?

shopmbs — Sat, 14 Feb 2026 15:52:46 GMT

software not responding for 1099R?

Re: 1099R not responding?

DoninGA — Sat, 14 Feb 2026 15:59:13 GMT

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

What happens when you use this procedure?

Are you using the TurboTax online web-based editions? Or are you using the TurboTax desktop editions installed on a personal computer? If the desktop editions which OS are you using, Windows or Mac?

Re: 1099R not responding?

shopmbs — Sat, 14 Feb 2026 19:52:33 GMT

Windows desktop version

The screen shows my 2024 entries with "needs update" - in orange - no option to proceed.

I forced an entry via forms and it is also listed on the same screen now, same "needs update"

Someone suggested that I delete all 5 and start over.

Re: 1099R not responding?

DoninGA — Sat, 14 Feb 2026 19:56:29 GMT

@shopmbs

The Form 1099-R section was finalized and made available in TurboTax on 01/21/2026 for the online editions and on 01/22/2026 for the desktop editions.

If you are using the desktop edition, click on Online at the top of the desktop program screen and then click on Check for Updates to make sure the software is at the latest release.

If need be you can do a manual update if using Windows - https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-windows-software-basic/L3Wf9OPaf_US_en_US

Re: 1099R not responding?

shopmbs — Sat, 14 Feb 2026 20:34:30 GMT

thanks. might be worth the manual try. Product was updated prior to problem. Then the help bot suggested uninstall, repair & reinstall then update so I did that this week.

Been using turbotax since the 1990s, not sure why so many changes were launched this year. Very frustrating for sure.

Thank you for your assistance.

Re: 1099R not responding?

shopmbs — Wed, 25 Feb 2026 22:33:25 GMT

Possible work around for anyone struggling with this...I went to forms & updated all pink boxes, form by form in the 1099R category. Most of the frozen 1099-R's unfroze. This has taken 4x the usual time to enter my data, mostly to try to find a work around. Did all of the uninstall, install, defragment disc etc, nothing worked, until I manually forced all entries in forms.