1099-R Entry Loop

Forum|Forum|2 months ago
April 10, 2026
1 reply
4 views

Screen: Review your 1099-R Summary

My 1099 financial institution is listed. I click Continue. Have I taken a disaster distribution? No. Continue. Back to Your 2025 Income Summary.

Very frustrating. I have used TT for years, but what’s the point? Entering and updating 1099-R info is no doubt done by millions of people in TT. Why doesn’t this work? I notice that people have been complaining about 1099-R issues since January of this year. Why aren’t these issues fixed?

I have installed all updates. Windows 11.

ReneV4

Level 6

Often, deleting and manually re-entering the Form 1099-R that is causing the loop will resolve the issue.

If you have tried deleting and re-entering the form and are still stuck, please check the following:

Run a Federal Review by clicking on Federal review on the left-hand panel. Often, this will take you directly to the "hidden" screen that is causing the hang-up
Check for "Needs Review" flags to determine if a follow-up question was not triggered correctly

Are you receiving a specific error message or code when the loop happens? If so, please let us know the exact wording so that we may assist you further.

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