I can't find the 1099-R form in TT Desktop to fill out.

Forum|Forum|1 year ago
December 24, 2024
2 replies
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A member sent me this: If you are using the desktop (downloaded) TurboTax software installed on your computer you can open a 1099-R form in forms mode and fill it in. I checked the help center and sorry still a dead end. There is a FORM that I can see but can't figure out how to fill in the 1099-R for my 403b withdrawals! Any clues as I think I just need to enter 15k. So far I show no income at all and can't get a handle on the current tax estimates....Any help would be much appreciated! BTW the folks at the CS did not inform me of the Forms....odd?

VolvoGirl

Employee

Did you see the answer I added to your other post about which boxes to fill out?

81rxv1teAuthor

Hello again Volvogirl. Hope your X-mas was both resting and peaceful with family and friends! Just so you know you are making my life less stressful for this coming year. Clearly I am not a tax expert.

I am entering my Wife's PT work of 10k and 200 with holding. Which form and boxes do I fill out? Also, I found out on the IRS.gov website that they came up with a calculation of 38.00 for a tax credit. Where would that show up in Desktop version of TT 2024? When I do enter the numbers in the form, are the calculations done or do I have to save/print file?

Just trying to get estimates....

Many thanks again!