1099-R Info Can't be Entered

Forum|Forum|2 months ago
March 20, 2026
1 reply
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For TT Deluxe 2025, it's now March 19, 2026 and I can not enter 1099-R data for a pension received from my employer. I can delete last year's form but there is no way to enter new data. I end up on a screen that gives me 4 options as to where the income is coming from. I pick one and nothing happens. If I retreat back and try to manually enter the data, I go to the Import Banking Data screen.

Something is very wrong here.

maglib

Level 11

what version of TT are you in as there are no known errors?

Make sure there are not errant characters in fields that can happen by erroneous data entry or bad feeds from broker/dealers/banks.
• To check for unfinalized forms in TurboTax, click the REVIEW tab in the left-hand menu to see which forms are pending or unavailable. If a form is not finalized, you must wait for the update to e-file. Note many forms are not finalized till late by the IRS or the states, then TT tech must finalize them. There are also Forms that TT does not support (do you have any forms not supported by TT, see https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/irs-forms-included-turbotax/L5KYwBrRH_US_en_US)
• Try running Turbotax as Administrator if using desktop
• CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser.
• All TT files must be on your C: drive, not on thumb drives.
• Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information.
• RUN SMARTCHECK
• Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update. If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software.

Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously.
• Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account.
• If all else fails, print and file by mail. You may be able to e-file fed, unselect state.

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