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April 11, 2025
Question

Should I be able to enter my husband's 1099-R retirement distributions manually?

  • April 11, 2025
  • 1 reply
  • 0 views
The 2023 amount on the 1099-R was imported but where the amount for 2024 should be, it's showing 0.00 and will not allow me to enter the amount. What can I do?

1 reply

April 11, 2025

If there is a 1099-R created that rolled over and won't allow you to edit, I suggest you delete it and then add the correct amounts manually. 

 

Here is how to do this in TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R
  • Select "Change how I enter my form"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info, and continue through the rest of the interview