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January 29, 2022
Question

Why is Block 10 of Form 1099R Pre-populating when I upload

  • January 29, 2022
  • 1 reply
  • 0 views

Today I filed my Federal Return using TurboTax.   Awesome software!   However, there is a glitch that occurred  when I uploaded three Form 1099R's (each a .pdf).    My hardcopy 1099R's each have Block 10 as blank for "Amount allocable to IRR within 5 years".   Then, when I review the Turbotax fields after uploading,  the online field for Block 10 shows an amount of $5.   Easy enough to resolve:  I just delete out the $5 amounts and continue.  

1 reply

JohnB5677
January 31, 2022

If your hard copy indicates a non-entry in Box 10, you were correct to clear it out.  TurboTax strongly advocates double-checking all imported data.  The vendors are required to conform to TurboTax formats, and from time to time an anomaly will slip through.

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