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March 8, 2022
Question

Turbo Tax isn't saving the 1099-R distribution info I've entered

  • March 8, 2022
  • 1 reply
  • 0 views
I've entered all the dollar amounts in the correct 1099-R Distribution Info boxes but when I'm done Turbo Tax shows $0 entered and says Needs Review

1 reply

March 9, 2022

Can you please preview Form 1040 line 4 if it was a distribution from an IRA or line 5 if the distribution was from a pension? Is anything showing up there after you enter your 1099-R?

 

To preview Form 1040:

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left

 

What is your code in box 7?

 

Maybe try to delete Form 1099-R, clear your cache, delete your cookies, and then reenter Form 1099-R.

 

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Delete and reenter Form 1099-R
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