I have the CD product and yes, I had already drilled down which is how I saw what rolled into the numbers.  I also have true IRA RMD's, so no the amounts are not exactly the same.   The box is not checked on my paper 1099R, nor in TT.   The problem now seems to have resolved itself and no longer doubling up.  Not sure what changed. ... View more

There is a single 1099-R entered for each pension and this same 1099-R is linked to both 4b and 5b. ... View more

The CD copy was registered and setup on a laptop that had a drive.  When I visited my daughter, several states away and tried to setup on her computer, she didn't have a drive.  When I requested assistance from TurboTax, their only solution was to repurchase the TT Premier product in a download form directly from them.  Thus, having to pay for the product twice.  I was told that if I had purchased the original product from them, they could switch it to a download form but having purchased it through a retail venue, they couldn't do anything for me.   Obviously, they track copies in use by the license code and never associate it with your account when purchased in CD form.  However, when purchased in download form it is associated with your TT Account.  Because I always purchase by the CD, my TT Account has no reference to years and years of purchasing their product. ... View more

Might work, I'll try that approach.  Unfortunately, I'm now several states away from that other PC so I'll have to mail the thumb drive.  Thanks for this idea. ... View more

Yes, I thought that was easy enough too so I followed that course of action (see Case # above) which led me to where I am today.  I had the TT Support person pull in the supervisor who came up with the solution to just rebuy the product in a download.  Thanks for your help! ... View more

See if this works:  case number: 1_48557333_1 ... View more

Case number: [PII removed] Purchased TT 2021 Premier CD version (5 copies) during Amazon Black Friday sale, loaded and registered it.  However, several weeks later (approximately Dec 23) I went to load to another laptop but this laptop did not have a CD drive.  Therefore, I contacted TurboTax about setting up a downloadable version to load to this machine and was told to rebuy the product in a download.   During the call it was suggested that I return the copy to Amazon and rebuy it from TurboTax in order to provide in a downloadable format.   Please contact if you need additional information. ... View more

Contacted TurboTax and told they could not add a downloadable copy to my account since I purchased my copy from a retailer and not through TurboTax.  Their solution was to purchase a second copy since my existing multiple copy version wouldn't work.  This is a very poor resolution to a very simple problem.  If the number of versions used were tracked from my account this would easily be solved.  However, this approach can't be utilized since when the product is registered with Intuit, it's never associated with my account.  Duh!  Thus, when I sign into my account, Turbo Tax seems just clueless to what products I've used over the years.  Duh again! ... View more

Additionally, doesn't box 16 for state have to be changed also? ... View more