Quicken to TurboTax importing problem

[wilwilk46]

When importing Quicken to TurboTax, most info imports properly but pension income does not. The tax line assignment (1099-R: Total pension taxable dist.) appears to be correct. What could be wrong? 

[Critter-3]

What you enter each month in the Quicken program is not necessarily what will be on the 1099-R so you must wait for the 1099-R before entering in that information  OR  import from the retirement plan directly.   Don't expect quicken to have the correct  info to import.  

[wilwilk46]

Thanks for your comments. I am just estimating taxes at this point, so would still like to import the Quicken data. I plan to update it later when my 1099-R becomes available.

[Critter-3 · Accepted solution]

The 1099-R section is currently non functional  ... if you are using the downloaded version you can switch to the forms mode and make a direct entry. 

[fanfare]

When you use Quicken you have to make do with what it gives you.

Important to cross check the results against your actual tax documents (expected or in-hand).