I cannot fix three (3) errors during Turbotax review of my Return. I have two (2) 1099-R forms that are both rollover distributions from previous employers where I had money invested in 401-Ks. In 2024, I rolled over both 401-Ks to my already existing Retirement IRA to cosolidate investment funds. The 1099-Rs have a box 15 in which one of my 1099-R forms does not have a Payer's State Number shown. I have called the Company that generated the 1099-R and the two different folks I spoke with on two different calls, both told me they don't provide that info on their 1099s. In the IRS publications, that info is not even stated as being necessary but TurboTax won't let me proceed. HELP!!! I also reached Tech Support at TurboTax and that person was of no help either and even suggested I make up a number or put zeroes there. That is crazy. Finally, there is a worksheet associated with this form that also is source of two errors, and it stems from there being no justification chosen for why the distribution is not taxable to the State of Alabama. The Tax Payer ("Me") cannot type in a reason, but can only choose from a list of reasons shown in a drop-down list, ...none of which speak to a rollover distribution which in my case is an institution to institution transfer which incurs no tax liability. So, I cannot transmit my return due to these errors. The justification for being nontaxable is a TurboTax glitch, because it requires me to select a choice that isn't there which matches my 1099-R. Does anyone have suggestions, besides foregoing electronic transmission and just sending a paper copy in?
