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Returning Member
posted Apr 16, 2023 2:17:25 PM

Error with 1099R import and deleting form

I imported a 1099R from Fidelity that started a long problem-solving process.  Box 2 has $0 on the form sent to me, but I imported the form and started a whole set of issues.

Issue 1:  When I imported the form, the Box 2 entry of $0 did not carry over.  Turbo Tax imported it as blank.  I left Box 2 blank, figuring TT did it that way and would not make a difference.  My return amount changed, and I could not figure out why.  Changing Box 2 to a $0 did not solve the problem either as you will see below.

 

Issue 2: I deleted the 1099R form to re-enter the info, and TT did NOT correct the tax forms.  Luckily I knew to close without saving the file and start over.

 

Issue 3: When I imported again, I tried adding the $0 in Box 2 as part of the import process.  Still, the same issue as TT had already imported the form and calculated my new tax due. Changing Box 2 and deleting the form did not help.

 

The fix that finally worked:  I went back to an old save point, but this time I entered the form manually and skipped any import.  I entered $0 in Box 2 and no issues.

 

This wasted so much time - over an hour.  I am providing this feedback so that the issues above can be fixed. 

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