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March 24, 2025
Question

2021 Amendment -> edit 1099-R -> increase taxable amount -> bug in TurboTax from summary to 1040

  • March 24, 2025
  • 1 reply
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I am amending 2021 return. The only change is 1099-R was corrected with an increase by $20 to line 2a - taxable amount. TurboTax is supposed to update line 5b on 1040 with the new amount, but instead it adds the old amount and the new amount. I traced the error to 1099-R summary page. I did all the usual troubleshooting and verified entering 1099-R correctly. How can this be addressed?

1 reply

March 25, 2025

It would be easiest to make the Box 2a correction- change the amount on your 1099-R entry to 20.