I entered each of the three 1099-R amounts as required (I had accounts in two different places and one place had the accounts divided so they gave me two 1099s). I entered all of them with the taxable amount on line 2 same as line 1 but when I go to the 1040, two of the amounts are not listed on the 1099R summary and are being considered as excess. What do I need to change to get them added up?
If all three of your Forms 1099-R are for RMD's, they should all be coded the same. They should all have a code "7" in box 7.
When entering your RMD's did you encounter this screen and complete it, along with the subsequent prompts?
If you believe you Form 1099-R(s) were issued in error , perhaps had the wrong distribution code in Box 7, then you should request a corrected copy from your Financial Institution or Plan Administrator (whoever issued it) should issue a corrected one.
Go over each of your Forms 1099-R entries to make sure they are correct. You may also want to try deleting them and reentering them. Sometimes this helps to correct an error.
Click here for information on deleting your Form 1099-R in TurboTax.
Click here for where to enter your Form 1099-R.
Click here for information regarding Required Minimum Distributions (RMD's).