Question

With to 1/29/22 update, my return now shows a form 4972 required because of a total distribution from my IRA. I did not take a total distribution.

Forum|Forum|4 years ago
January 29, 2022
4 replies
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TurboTax Online

Check to make sure the Total distribution is checked box is not checked accidentally while entering 1099-R form.

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R

ranger03Author

No, the "Total Distribution Box " is NOT checked.

M

mglauner

You could try to Delete Form 4972 from your return.

Click this link for info on How to Delete a Form in TurboTax Online.

In TurboTax Desktop, click on FORMS in the upper right, then choose 'Open Form' on the next screen above 'Forms in My Return', then 'Delete Form' at the bottom when the form opens.

You may also want to review your 1099-R entry and the follow-up questions afterward (some pop up even after selecting 'Continue' at the income topics page).

This link has instructions you may find helpful on How to Enter 1099-R.

R

ranger03Author

No, the "Total Distribution Box " is NOT checked.

AkinaLO

Please reach out to customer support for assistance.

What is the TurboTax phone number? - Intuit

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H

huskiesct

I have the same error. Total distribution is not checked.

I spent 1 hour and 45 minutes on the phone with support trying many things. No resolution.

I paid my $20 e-file fee for CT and pushed the button to file and TT won't let me file with this seemingly irrelevant error.

Now, I've paid $20 and still don't have the problem solved 😞

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ranger03Author

I have tried all the suggestions offered on this thread but none have worked. I tried deleting the 1099-R but still could not delete the form 4972 that adds the $600 tax.

Today saw the 3rd update since my original post and none have corrected the problem, so obviously this venue does not get to the folks that can fix the problem.

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huskiesct

Any way to open a ticket on this? I paid the $20 to file my state thinking I could ignore the error and submit. It doesn't allow me to file. I keep waiting for a fix. I guess I will need to figure out how to get a refund and file a paper return.

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ranger03Author

After making multiple responses to those making suggestions that did not work, and after several program updates, it became clear TT was unable/unwilling to "fix" this years version of TurboTax.

Finally I started a "NEW" tax return, using a totally different file name, entering all the same information exactly as before. This "NEW" return, both Federal and State, completed and filed with NO errors!

I can only surmise 1 of the subsequent program update after my report, fixed the problem for all NEW

returns, but did not correct existing returns.

Unfortunately, after many years of using TT, this experience has severely affected my confidence in this software for future Tax Returns.

Thanks to all who offered suggestions!