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April 13, 2021
Question

?Can not access my 1099R and SSA 1099 digitally from computer I am using so need to enter amounts manually as I have always done in the past...how do I do this

  • April 13, 2021
  • 2 replies
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2 replies

VolvoGirl
Employee
April 13, 2021

Don't understand "access digitally"?

 

1099R

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

 

SSA-1099

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

April 14, 2021

Try to enter 1099R information and get the following

 

"The Retirement Income Area Will Be Ready Soon

You've done a great job starting your taxes early but The IRS is still working on finishing up the distributions

from Pensions, IRAs, etc. (Form 1099R) for 2020. That means this area isn't quite ready yet

Check back and we'll help you finish up"

 

Been getting the same message for 2 days now

 

April 14, 2021

Are you using TurboTax Desktop?  Make sure your program is updated.  In the top margin select "Online" then "Check for Updates". That section has been updated for quite a while.  If you are using a Mac, click here for updating tips.

 

February 18, 2022

How do I access my 1099r from DFAS?

VolvoGirl
Employee
February 18, 2022

Ask DFAS for another copy or if you can log into your account to download it.