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Level 2
April 12, 2022
Question

turbotax entered incorrect erroneous info

  • April 12, 2022
  • 1 reply
  • 0 views

Turbotax has entered a pension distribution value into my return.  I have no 1099-R information associated with my return.  How do I delete?

1 reply

JohnB5677
Level 15
April 12, 2022

This is unusual.  Where do you see this?   Please look at your 1040 and see what is posted on lines 4, 5 & 6.

 

  1. On the menu bar on the left that shows.
    1. My Info
    2. Federal
    3. State
    4. Review
    5. File
  2. Select Tax Tools
  3. On the drop-down select Tools
  4. On the popup menu
  5. Select View Tax Summary
  6. On the left sidebar

Select Preview my 1040

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hkyfanAuthor
Level 2
April 12, 2022

Turbotax is auto-importing my 5b value from my 2020 1040.  There is no 1099-R associated with the 2021 1040.  Everytime I start fresh and create a new 2021 1040 Turbotax auto-imports the value from the old filing and won't let me delete it.

Level 15
April 17, 2022

Are you reporting a  2020 Qualified Disaster Distribution?  Please advise.

 

The distributions were reported on a 1099-R in 2020 but only 1/3 of the distribution is taxed in 2020, 2021 and 2022.

 

@hkyfan

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