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October 15, 2020
Question

Looking for BD OF EDUCATION RET. SYSTEM

  • October 15, 2020
  • 1 reply
  • 0 views
This is for a retiree who worked as a teacher in NY City.  When typing into the system for the 1099-R that name is not found in the search.

1 reply

VolvoGirl
Employee
October 15, 2020

Don't enter the name and don't try to import it.  

It is just as fast and easy to manually enter it.  When you enter a 1099 the first screen is How to Enter, by Import or Enter it Myself. Scroll down and click the last circle to enter it myself.

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.