lump sum distribution error did not have one, no1099r

[mcostello]

We did not get a lump sum distribution for 10 years. Now Turbo tax wants to fill out an lump sum credit. We did not get one and did not get a 1099R. Please help

[xmasbaby0]

Lump sum for what?  Are you referring to a lump sum payment for Social Security?   That would be on a SSA1099, not on a 1099R.  

And ......did you take money out of a retirement account in 2023?  If so, you should have a 1099R from the bank or financial institution that handles your retirement account.

Please clarify what you are asking about.  

[mcostello]

We took no lump sum distribution from any bank or anyone else. Social Security is a monthly payment as usual.We got no 1099R from anybody. Is there any way to ask the Government  or Turbo Tax what it thinks We should have? Wife took a lump sum payment when She retired but that was 10 years ago or more. No mention of it as it went into an IRA.

[mcostello]

There is a box for lump sum distribution. I had it checked "no." Just for giggles I clicked it "yes" and waited a minute and clicked to back to "no" and it seemed to work. Now if Uncle Sam agrees.