Seeking insight as to why blank 'IRA Info' and 'Earned Inc' worksheets are being inserted into the Forms View this year.
*** UPDATE ***
I figured out how to easily duplicate this, it seems to be new behavior (bug?) in TT 2025 when someone has retirement income. Can some fellow forum members please perform the following steps to see if the blank forms are added to their Forms View, and kindly respond back?
Steps to duplicate on TT Desktop:
- In the Topics List under Income click on Retirement Distributions
- When asked "Did you receive retirement income", select 'Yes'.
- When asked "Did you receive a 1099, select 'No'. (Avoids the trouble of entering a 1099R for this test)
- When asked "Have you taken a disaster distribution, select 'No'.
At this point you should now have 2 blank worksheets added to the Forms View - IRA Info and Earned Inc
Thanks for any help verifying this...
SE
(TT Desktop Deluxe 2025 for Windows, US)
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Unbelievable, now there are THREE sheets! The 3rd blank worksheet is indirectly related to the first two, called 'IRA Contrib'.
Is the insertion of these blank sheets a bug or is there an actual reason they are being included in the Forms View/return? I went back and checked on last year's TurboTax 2024 and these 3 forms are NOT generated in the Forms View when they are blank/non-relevant. For some reason this year TT is inserting a lot blank garbage. I assume it's safe to delete these sheets??
Anyone else seeing these blanks worksheets in their Forms view/return, or able to duplicate the behavior using the steps previously mentioned??
I'm not getting these blank worksheets added when I duplicate your moves but the system usually adds things in anticipation of your needs. If the worksheet isn't needed then deleting it should not effect anything.
@RobertB4444 Thanks for responding. I assume you were using the Windows Desktop version? Maybe you need to actually enter a fake 1099 IRA distribution to make the steps work that I outlined rather than saying 'No' to the 1099 question. I already had a 1099 input when I went back through and answered 'No' to simulate the triggering of the blank forms, so maybe that's the difference. It seems really odd for blank IRA Info and Earned Inc sheets to populate in reaction to an IRA distribution and so I'd really like to determine whether or not this is a broad behavior of TT this year.
These worksheets are used internally by the TurboTax program and are not sent to the IRS when you e-file the return. I noticed in my personal return on TurboTax that there was also a 16 page Smart Worksheets form. Smart worksheets are used internally by TurboTax to make some calculations on some forms in the return and most of them were blank on my return - all pages were included because some parts of document had entries. It's possible that some of those blank worksheets may offload and be deleted by the program once your return is finalized - but it's not a bug and is not cause for concern.
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