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April 11, 2023
Question

How do I get to form numbers not shown

  • April 11, 2023
  • 1 reply
  • 0 views
how do I find forms
1099-r
5498
and 1099-sm

1 reply

JohnB5677
April 11, 2023

I'm not sure what you're trying to do.  If you want to post those forms:

 

You aren't required to do anything with Form 5498 because it's for informational purposes only.

 

The 1099-R represents a withdrawal from a retirement fund regardless of if it is a pension or individual IRA.


On sidebar 

  1. Select Federal 
  2. Wages & Income 
  3. Select Wages and Salaries, or Revisit 
  4. Scroll to Retirement Plans and Social Security
  5. Select the type of income.
    1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
    2. Social Security (SSA-1099, RRB-1099)
    3. Canadian Registered Pension Income
  6. At this point you can edit an existing document of [Add another 1099-R]
  7. If a new 1099-R continue to Let's import your tax info
  8.  You can import by selecting your provider. 
    1. Follow the instructions.
  9. —----  Or to post manually —-------
  10. [Change how I enter my form]
  11. [Type it Myself]

The 1099-SM is posted as a SSA-1099

 Start at Federal

  1. Select Wages & Income
  2. Scroll to Retirement Plans & Social Security [Show More]
  3. Select Social Security (SSA-1099, RRB-1099)
  4. Continue the interview.

Once you've posted the information to the 1099 forms you can then view or print them after paying for TurboTax.

 

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