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Level 3
posted Apr 13, 2025 1:53:36 PM

Will 2024 Turbotax Deluxe (desktop) allow transmission of a return when 1099 values have been overridden (in the Forms mode)?

Some amounts and ownership information on my 1099-R, -INT, and -DIV forms needed correcting, but new entries are display in bright red characters.

0 2 731
2 Replies
Level 15
Apr 13, 2025 1:56:18 PM

You will probably not be able to e-file the 2024 tax return with those overrides.  That information should have been entered in the step-by-step interview.  Also, if you have overridden any calculated value that would cancel the TurboTax Accuracy Guarantee.

Level 3
Apr 13, 2025 2:23:03 PM

I find it quite challenging to decide how to answer some of the step-by-step questions to produce the desired result; they need more context.  For instance, there is one asked about each IRA: Was the RMD IRA was satisfied?  What’s the correct answer when the situation is it wasn’t completely satisfied via that particular IRA, but for my multiple IRAs as a group the RMD was satisfied.