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2 replies

DoninGA
Employee
January 9, 2021

Are you trying to enter the Form 1099-R as a W-2?  That would be the reason.

 

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

SteamTrain
Employee
January 9, 2021

@userelemer-magaziner 

...OR...Define clearly what you mean by that...

..What exactly doesn't match?

Which items and in what way?

 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*