I had to enter the data of one 1099-R form because TurboTax couldn't link with bank. Now it asks if I want to delete the form. Should I say yes?

Forum|Forum|1 year ago
February 25, 2025
2 replies
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I assume they mean the old form and not what I entered.

BillM223

If you have more than one 1099-R entered in TurboTax, you should be able to see this and know what you are deleting.

Navigate to Wages & Income->Retirement Plans & Social Security->IRA, 401(k), Pension Plans withdrawals (1099-R). Note that this is the navigation in the CD/download TurboTax product. The Online product may use different wording, but the general navigation should be the same.

When you enter the 1099-R section, if you have one or more 1099-Rs entered, you should see a list. "Edit" each one to enter and see it.

I am assuming that TurboTax asked if you wanted to delete a 1099-R ONLY because there were important fields missing, which would be consistent with a failed download.

Anyway, check them each and throw away (DELETE button or trash can icon) the one that doesn't belong.

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jtaquino49Author

I got a response. I did what I was told. And now, although I have the same income as last year and took the standard deduction, and got a refund in both fed and state, now it says I have to pay almost a thousand dollars in both fed and state. May I talk to someone! I don't want to pay but I will if I have to.

JamesG1

In TurboTax Online, you may select Live tax advice in the upper right hand corner of the screen. Or view here.

Are you able to Preview the 1040 and compare what differs from your Federal 2023 income tax return?

In TurboTax Online, you are able to Preview My 1040 by following these steps

Down the left side of the screen, click on Tax Tools.
Click on Tools.
Under Other helpful links, click on View Tax Summary.
Down the left side of the screen, click on Preview My 1040 to see the income that was input into your Federal tax return.
Now you can review the data that you entered.
Down the left side of the screen, click Back to return.