Solved

. I am trying to remove/change what should be a SSA-1099 from a 1099R. I never keyed in a 1099R. In the smart check its showing as a 1099R and asking for the payers info.

Forum|Forum|7 years ago
June 6, 2019
6 replies
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I am still having problems. My software in Deluxe Turbo Tax does not have a delete or edit button. Its still asking for payers info.

TurboTax Deluxe Windows

Best answer by DoninGA

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

To enter Social Security benefits reported on form SSA-1099

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 Social Security (SSA-1099, RRB-1099), click the start or update button

DoninGA

Employee

When accessing the Form 1099-R using the steps shown below do you get to the screen - Your 1099-R Entries?

S

sapphrose0907Author

Everything is entered correctly . It shows entered as a SSA-1099. The problem is when get to smart check it shows as a 1099-R

DoninGA

Employee

Disregard Smart Check. When you go to the section IRA, 401(k), Pension Plan Withdrawals (1099-R), and click the start or update button, do you see the screen Your 1099-R Entries?

S

sapphrose0907Author

no it is showing and checked as a ssa-1099

DoninGAAnswer

Employee

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

To enter Social Security benefits reported on form SSA-1099

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 Social Security (SSA-1099, RRB-1099), click the start or update button

DoninGA

Employee

The first screen shot is what you should see if you follow these steps for a Form 1099-R and there already has been a Form 1099-R entered. You do not see that screen?

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

The second screenshot is what you should see when you follow these steps for a SSA-1099 after selecting Yes for Did You Receive Any Social Security Benefits?

Click on Federal Taxes (Personal using Home and Business)