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January 6, 2024
Question

TurboTax is adding an additional amount to my total retirement income that has not been entered by me. It appears it's pulling the amount from last year's return?

  • January 6, 2024
  • 1 reply
  • 0 views
My last year's return had the 3rd and final portion of a retirement distribution taken during 2020 and spread over 3 years as income.

1 reply

DoninGA
Employee
January 6, 2024

You need to delete some forms that carried over from 2022 to resolve this problem

 

Delete a Form 1099-R and probably two separate Forms 8915-F

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form