I was completing my return. It has 3 1099-Rs. The first 2 are from the same institution, one for my wife and one for myself. The bug shows up after I completed everything all the way through fed and state, verified, checked not errors or incomplete(s), ready to e-file. I saved the file, exited and reloaded. To my surprise the amount I owed changed significantly. I tracked it down to the 1099-Rs. When the file was saved. It changed the entry for the first 1099 -R for my wife Box 1 gross distribution to be the total of my wife 1099-R and my 1099-R for the same institution. In order to continue filing I must correct this now each time the return is loaded before continuing.
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This was not an import problem. The entries for the 1099-Rs were all done manually. As already noted I fixed this by deleting all the 1099-Rs and entering them again in a different order. That resolved the problem
Latest update did not correct this (3/5/2026). The problem showed up after entering all the e-file questions, saving a PDF for the return and then saving this return file. Closing Turbotax desktop and then reopening the file.
I finally got it corrected by deleting the 1099-Rs and then adding them back in a different order.
This sounds like a problem with the import of the 1099-R. In order to fix this you should delete the 1099-R that you imported and tell the system "I'll type it in myself". Then enter all of the information from the 1099-R manually. That should make everything calculate correctly.
This was not an import problem. The entries for the 1099-Rs were all done manually. As already noted I fixed this by deleting all the 1099-Rs and entering them again in a different order. That resolved the problem
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