1099-R Entry Loop

[Communikate]

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]

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.