Did you enter a Form 1099-R? That is what would report a distribution from an IRA? If so and you believe it was entered incorrectly, delete it and reenter it.
Follow these steps to delete your 1099-R in TurboTax:
- Go to Form 1099-R.
- Select the trash can next to your 1099-R and then answer Yes.
Click here for where to enter your Form 1099-R.
You can preview your tax return(s) prior to e-filing to check your entries:
You can view your entire return or just your 1040 form before you e-file:
- Sign in to your TurboTax account
- Open or continue your return
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
- With the Tax Tools menu open, you can then:
- Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
- View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
You can preview your return in the TurboTax CD/Download software by following these steps:
- With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
- In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
- Scroll down to view all the forms if you chose to preview multiple forms.
If this does not help please feel free to come back to TurboTax Community with additional details or questions or click here for information on Turbo Tax Support. You can connect with a Live TurboTax Agent and share your screen.
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