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HelpPlz
Returning Member

TurboTax moved our 1099-R data around??

I entered all of our Federal data yesterday including several 1099-Rs, into the online Premier version. This morning I reviewed the Federal Return, answered all questions, and once done I said yes Start State. Immediately our Federal Refund amount (and state) changed in the upper left corner which made no sense, our Federal tax should not be dependent on whether we use TT to figure our state taxes... I went back to the Federal Return and it asked me about a 1099-R amount that was wrong so I looked at the list of 1099-Rs and several were mixed up- either amounts had been switched with others or attributed to wrong spouse, and even one was blank, also info was in one that we didn't list for 2020 but had submitted in 2019 and had deleted for 2020. I know I didn't make all those mistakes inputting yesterday! Has anyone else had this issue? I talked to someone at Intuit who only suggested correcting it all...  and didn't seem to think there was any issue with the Federal refund amount changing after finishing the review and starting the State, which concerned me.

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1 Reply
TerukoL
Intuit Alumni

TurboTax moved our 1099-R data around??

We'd be happy to assist you with this.  Could you please comment on which state return you are trying to file?

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