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March 11, 2025
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I did not make a withdrawal from my retirement account for disaster. TurboTax will not accept this answer

  • March 11, 2025
  • 1 reply
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    Best answer by TomK2023

    Did you import this 1099-R from your financial institution?  It may not have transferred correctly.  

     

    Double check that the code entered in the program from box 7 of your 1099-R is correct.

     

    If it is, you may need to delete it and import it again or even enter it manually (type it in yourself) if that doesn't correct the issue.

     

    Add/Edit/Delete Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.):

    1. Open your return (if not already open).
    2. Enter "1099r" in the Search box.
    3. Click on "jump to 1099r" link.  
    4. Import or Enter you information manually.  You may also delete (garbage can) or edit (magnifying glass) your 1099-R on the Review your 1099-R info page.

    1 reply

    TomK2023Answer
    March 12, 2025

    Did you import this 1099-R from your financial institution?  It may not have transferred correctly.  

     

    Double check that the code entered in the program from box 7 of your 1099-R is correct.

     

    If it is, you may need to delete it and import it again or even enter it manually (type it in yourself) if that doesn't correct the issue.

     

    Add/Edit/Delete Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.):

    1. Open your return (if not already open).
    2. Enter "1099r" in the Search box.
    3. Click on "jump to 1099r" link.  
    4. Import or Enter you information manually.  You may also delete (garbage can) or edit (magnifying glass) your 1099-R on the Review your 1099-R info page.

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