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March 2, 2025
Question

1099R Triple counted in income

  • March 2, 2025
  • 1 reply
  • 0 views

I've been working on 2024.  Somehow, my pension income on the Summary Sheet is more than 3X the pension amount I entered on my 1099R.  I've gone back over the data four times but cannot figure out where the calc error is occurring.  Any ideas of what to do?  I can share screen shots.  (MacBook Pro, Sequoia 15.3.1)

    1 reply

    March 9, 2025

    If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

     

    If you're using TurboTax Online:

    Once you're logged in to your account,

    - on the left hand panel, click on Tax Tools and then choose Tools

    - on the pop up window, select Share my file with Agent

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    If you're using TurboTax Desktop:

    • Click on Online in the top menu of TurboTax Desktop for Windows
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    Please reply to this message with your token so that we can further assist you. Let us know all other states, if any, that are included on the return.