Question

Where to report income for a 1099-R

Forum|Forum|7 years ago
June 4, 2019
3 replies
0 views

Not sure if I reported it correctly. After finishing my return there was a review question about "capital gains". Help

TurboTax Deluxe Online

S

SweetieJean

Employee

Is there anything in Box 3 of the 1099-R?

L

louisedh84Author

No nothing in box 3. Only in box 1 and 2a

T

Tonita

Employee

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.

Then answer Yes, and click Continue and follow the on-screen instructions to either import or type in your 1099-R form.

Alternate Instructions:

Click My Account (Top right of your screen).
Select Tools.
In the pop up window, select Topic Search.
In the search bar, type in 1099r.
Highlight it and select GO, and follow the prompts

If you've already previously entered this form, you'll come to the Your 1099-R Entries screen. Here, you can either edit an existing 1099-R entry, or click Add Another 1099-R to add another one.