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posted Mar 8, 2025 6:32:10 AM

error with 1099R import

I received four 1099R forms for 2024 tax year from third parties

(two) were Roth IRA distributions

(one) was a regular IRA distribution

(one) was a pension distribution 

PROBLEM:

the two Roth IRA distributions were INCORRECTLY lumped in with my regular IRA dist.  as TAXABLE !!!

the two Roth IRA distributions were also INCORRECTLY duplicated with zero dollars shown in each

the pension distribution was INCORRECTLY duplicated with zero dollars shown

PLEASE ADVISE

0 1 830
1 Replies
Expert Alumni
Mar 10, 2025 6:33:24 PM

You can try deleting your Forms 1099-R that you imported incorrectly and enter them manually. It is a little more work but quite easy and you will know they are accurate.

 

You can do the following in TurboTax to delete and reenter your Form(s) 1099-R:

 

  1. Open your tax return
  2. Click on the Search icon at the upper right of your TurboTax screen
  3. Type "1099-R" in the search bar and hit enter
  4. Click on the link "Jump to 1099-R"
  5. This will take you to the 1099-R section of your TurboTax program.
  6. To delete your Form(s) 1099-R you can click on the garbage can icon next to your Form 1099-R that you are deleting.
  7. To add a new Form 1099-R, select "Add another 1099-R"
  8. You can select "I'll type it myself"
  9. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  10. Click "Continue" and enter the information from your Form 1099-R
  11. Answer all of the follow-up questions on the TurboTax screens

 

Click here for instructions on where to enter your Form 1099-R

 

Click here for the IRS instructions for Form 1099-R.

 

If you have additional information or questions regarding this, please return to Community and we would be glad to help.