Question

The 1099-R asking for beneficiary info. I am not a Railroad employee or beneficiary. I am the owner. How should I answer this question?

Forum|Forum|3 years ago
October 8, 2022
1 reply
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TurboTax Premier Online

A

Anonymous_

Employee

Where are you seeing this question in the pgoram?

Critter-3

Did you choose the correct 1099-R ?

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.