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lc1251027
New Member

Form 1099R error message

I am receiving an error message that states Forms 1099R Summary Line 26d - Spouse plus line 28c minus Spouse should not be greater than $3,000. I changed the number that I input for health insurance paid to $3,000 but the number on line 26d is not changing from $5,000. $5,000 is the correct number. 

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5 Replies
ReginaM
Expert Alumni

Form 1099R error message

Please revisit your 1099R data that you entered into TurboTax.  Here's how:-

  1. While in your Tax Home,
  2. Select Search from the top right side of your screen,
  3. Enter 1099-R,
  4. Select Jump to 1099-R,
  5. Select your 1099-R, review carefully to ensure that it matches exactly to your tax document.
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lc1251027
New Member

Form 1099R error message

I have done that several times and they match. The problem comes from the fact the taxpayer is a public safety officer. Turbo Tax asks a special question of public safety officers who received a 1099. Turbo Tax asks if any of the 1099R was used for health insurance. The answer in the taxpayer's case is yes. In the amount of $5,000. 

JulieS
Employee Tax Expert

Form 1099R error message

It sound like the problem is on the summary, not the 1099-R form. Try this:

  1. Click on Tax Tools toward the bottom left corner.
  2. Select Tools.
  3. Click on Delete a form.
  4. Scroll down the list and find 1099-R Summary and delete it. Word of caution: do not delete the Form 1099-R itself.
  5. To delete a form, click Delete on the right and then Confirm the delete. You can only delete one form at a time.
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GeWindsor
New Member

Form 1099R error message

The Form1099R sent by Defenses Finance and Accounting Service  has an error for federal Identification Number. 

I received a corrected copy  from DFAS the number on the copy filed is missing the last number 2.

Paam
Returning Member

Form 1099R error message

After hours trying everything different and 1hr 45minutes on the phone with turbo tax the ONLY way the error message (Line 26d) would go from $6000 to $3000 is if you say on the second 1099R for health insurance that you are NOT a police officer.

The program automatically puts in the $3000 from the original entry of your occupation.

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