Can't Add Additional 1099-R

Forum|Forum|2 years ago
April 8, 2024
2 replies
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2023 Desktop Version of TurboTax Deluxe

When I return to Retirement Plans and Social Security, I only have options to Visit All or Update already entered forms. I have no option to Add New. How do I enter additional forms?

Best answer by SteamTrain

You have to hit Continue to confirm all the entries on that form, and then answer some follow-up questions for that form, before you get to enter a new one.

JohnB5677

There is an option to add additional 1099-R's in the Desktop version.

Log into TurboTax

Start at Personal
Select Personal Income
I'll choose what I work on
Scroll down to Retirement plans and Social Security
Select IRA, 401(k), Pension Plan [Update]
In the bottom left [Add Another 1099-R]

Please contact us again with any additional questions or to provide some additional details.

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skinneyAuthor

I do not have the Add Another button on my screen (see attached).

SteamTrainAnswer

Employee

You have to hit Continue to confirm all the entries on that form, and then answer some follow-up questions for that form, before you get to enter a new one.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

skinneyAuthor

Problem was solved by following directions and going through a complete check of one of the 1099-R's I had already entered. My sister said I could have avoided this problem if I had gotten TurboTax Premier instead of Deluxe.