1099-R format not recognized

Forum|Forum|1 year ago
January 29, 2025
3 replies
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I receive a 1099-R form "U.S. Department of State- Foreign Affairs Retirement and Disability System Annual 1099-R." The problem is that none of the 1099-R form templates in Turbotax match it from box 9 onward. I have additional boxes for Health Benefits and Dental and Vision that aren't able to be inputted. Even more problematic, when I manually input it, Turbotax sees it as a withdraw from an IRA that needs to be taxed as such instead of a monthly pension that I pay income tax on. I've had issues in past years making my 1099-R fit, but this year I can't seem to enter it in a way that the tax is properly calculated. I tried uploading a picture as well, and that didn't solve the problem.

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KrisD15

If the Health Benefits are premiums you pay, you can enter those amounts as Medical Expenses under Deductions and Credits.

Make sure the Income, (taxable in Box 2 and Total in Box 1) and all taxes withheld are entered on the 1099-R screen.

You will need to go through the interview after the entry and indicate that it was taken as an annuity in order for the program to recognize it as a pension.

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mattkeeneAuthor

The interview doesn’t as that. It asks me whether it was a qualified or unqualified withdrawal or I rolled it over into something else.

KrisD15

Is this a Civil Service annuity and if yes, did you indicate that on the "Tell Us Which 1099-R You Have" screen?

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KrisD15

To clarify,

Do you have a number in Box 2 a and if yes, what is that number?

Is this number less than the total distribution?

Do you answer, "yes" it is qualifying?

What is the code for the distribution? (Is there a Box 7)?

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Ret FSO

What is the code for the distribution? (Is there a Box 7)?

Yes. Distribution Code is 7.

Ret FSO

This is what the Foreign Service 1099-R looks like for a recipient in Virginia. It would be nice if Turbotax would include FARDS as a category and have the boxes match the Turbotax questions.

Ret FSO

Try entering it as a Financial Institution or other Provider 1099-R. When you get to Distribution Info page, make sure Box 7 info is correct with Distribution Code 7 (at least that is what my Foreign Service 1099-R says.) It defaulted to Code 1. Distribution Code 7 is Normal distribution. I checked Qualified Plan on that page. Hope you find this helpful. I am not a tax professional.