Question

My does an annual required withdrawal and it listed on a 1099R, why does TT think it should be on a 1099B?

Forum|Forum|5 years ago
May 1, 2021
1 reply
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TurboTax Free Edition Online

Why are you trying to enter a 1099-R in the 1099-B section ???

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.