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February 11, 2025
Question

I have already entered my 1099-R income. Why is it asking for me to enter it again?

  • February 11, 2025
  • 1 reply
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    1 reply

    February 18, 2025

    It's possible that a second 1099-R was started and TurboTax is asking you to complete that one. If that's the case you can delete it. If you're still having issues, we can take a look at your return so we can see exactly what you see and help come to a resolution. The return will be scrubbed and will not include any of your personal details.

     

    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

    - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

    - click okay and you'll get another message with a token

     

    Reply to this message with your token and we'll take a look to see what we can find. Let us know what other states, if any, are included in your return.