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G
GQO
Level 1
April 5, 2026
Question

IRS rejected my EFile saying that I checked Form 4972 but none is attached. I don't need Form 4972. Can anyone tell me where to find the check mark?

  • April 5, 2026
  • 3 replies
  • 0 views
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3 replies

sjrcpa
sjrcpa
Level 15
April 5, 2026

Pension input?

The more I know the more I don’t know.
Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 5, 2026

Check your 1099R worksheet entries, maybe something got checked by accident?    Maybe delete the worksheet and start one from scratch. 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    IntuitSusanY1
    IntuitSusanY1
    Level 4
    April 6, 2026

    As Lisa suggested it's on the 1099-R worksheet.  

    Scroll down near the bottom under the heading Pensions and Annuities and uncheck the box beside D1.

    If that box isn't checked so that you can uncheck it, I would delete the 1099-R and try re-entering it and of course reach back out if that still doesn't resolve the issue and we'll try to assist further with troubleshooting.

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