Can't finish tax form without Form 1099-R fix. Should I just delete the form and submit?

Forum|Forum|1 year ago
March 14, 2025
1 reply
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Turbotax won't accept Form 1099-R no matter how many times I try. I realize this is Intuit's problem but now it's mine because it prevents me from finalizing my tax form. Is a fix coming or should I find another tax preparer? Given the number of people reporting problems with this form I have to wonder why Intuit hasn't corrected it yet.

DoninGA

Employee

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

jkoloenAuthor

Nothing helps. I downloaded the data directly from Thrivent and TurboTax keeps asking me to "check this entry" showing the RMD Excess Accumulation Worksheet. I have no RMD to check. It's a life insurance policy. I tried entering the data manually. Same result. This is very frustrating. I've spent hours on this with no progress.

DanaB27

To clarify, do you show the code 7D in box 7?

If you are using TurboTax Desktop the issue with code 4D and 7D has been fixed. Please make sure you updated the software. You might have to delete and reenter Form 1099-R.

For TurboTax Online the fix is expected by the end of the week.

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