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April 10, 2025
Question

I am a long time prior client with "TurboTax". I need your help. Please help me. I have two 1099's to file.

  • April 10, 2025
  • 1 reply
  • 0 views
You accepted my SSA-1099-SM and you didn't accept 1099-R. Please send me instructions for the second 1099-R . The two 1099-Rs are: first- SSA-1099-SM (you accepted) and the second- is 1099-R . TurboTax has accepted these 1099's in prior years.

1 reply

DoninGA
Employee
April 10, 2025

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


Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue