If you entered a 1099-R, please review that entry interview to make sure nothing relating to a lump sum payment was indicated. If you imported the 1099-R, delete it and re-enter manually by typing it in. To Delete a Form using TurboTax Online:Select Tax Tools on the left side-barSelect Tools from that drop-downSelect “Delete a form” on the TOOLS CENTER screenSelect 1099-R and delete

Question

In "What year was the lump-sum payment for?" screen, system is asking for a year(1984-2022), but I DID NOT receive a lump sum payment. How do I get past this requirement?

Forum|Forum|2 years ago
February 28, 2024
1 reply
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TurboTax Free Edition Online

KrisD15

If you entered a 1099-R, please review that entry interview to make sure nothing relating to a lump sum payment was indicated.

If you imported the 1099-R, delete it and re-enter manually by typing it in.

To Delete a Form using TurboTax Online:
Select Tax Tools on the left side-bar
Select Tools from that drop-down
Select “Delete a form” on the TOOLS CENTER screen
Select 1099-R and delete

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