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April 15, 2024
Question

1099R is from my WV State Employee Retirement System how do I enter this

  • April 15, 2024
  • 1 reply
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1 reply

RachelW33
April 15, 2024

To enter your Form 1099-R from your WV State Employee Retirement System in TurboTax Online, please follow these steps:

 

  1. Sign in to your TurboTax account and open your return
  2. Select Federal from the side bar, then Wages and Income
  3. Scroll down and click on Retirement Plans and Social Security: 1099-R, IRA's, 401(k), early withdrawals
  4. Click on Start/Revisit next to IRA, 401(k) Pension Plan Withdrawals (1099-R)
  5. Answer Yes to Did you get a 1099-R in 2023? or Add another 1099-R
  6. Choose Change how I enter my form and then select Type it in myself
  7. Choose the first box, Financial Institution or Other Provider 1099-R
  8. Enter the 1099-R provider's info and click Continue
  9. Enter the information from your Form 1099-R and click Continue 
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