Question

The turbo tax program will not accept my entries for my pension plan withdrawals. I have withdrawals from 2 firms. Why won't it accept the entries?

Forum|Forum|4 years ago
April 4, 2022
1 reply
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TurboTax Deluxe Online

macuser_22

Employee

Explain what you mean by "won't accept"?

You should have 1099-R's for pension distributions.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

L

ldashley024Author

I entered the numbers from my 1099Rs and on the same page there was an offer from Turbo Tax to provide services in addition to filing my taxes if I would provide my name as it will be on the filing and accept. I was putting in the numbers and then choosing the button to not request additional help. Everytime I did this, the program would state needs review, instead of putting the numbers into the calculations. I finally was able to reach a very helpful rep with Intuit, who let me know I did have to provide the name because it would be my digital signature for filing and then decline the extra services. That worked. Thanks for your reply to my issue.