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January 30, 2025
Question

can not enter my pension 1099-R. Says it needs review, but sends me to financial info.

  • January 30, 2025
  • 1 reply
  • 0 views
i see 2023 info , can't enter 2024 info.

    1 reply

    February 8, 2025

    Are you using TurboTax Desktop?  If so: 

     

    • To enter a 1099-R, go to Wages & Income > I'll choose what I work on.
    • On the page displaying Income Topics, scroll down to Retirement Plans and Social Security > IRA, 401K, Pension Plan Withdrawals and choose  Start/Update, or Needs Review.
    • The next screen will say either Your 1099-R Entries or Add a 1099-R.
    • If no entries are showing, choose Add a 1099-R.  If an entry is showing, but is not correct, you can Delete it.
    • On the next screen showing Bank Icons, choose I'll type it in myself and Continue.
    • Choose the first option on the next page, and Continue.
    • The next page opens with boxes to type in the info from your 1099-R.  Enter it exactly as it as shown on your form, and Continue.
    • Pay close attention to the follow-up questions until you get to the end of this section. 

    If you're using TurboTax Online, close the program, clear your Cache and Cookies and follow the same steps to enter your 1099-R.

     

    Here's info on Form 1099-R you may find helpful.