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March 14, 2025
Question

tTurboTax won't accept a 1099 R.

  • March 14, 2025
  • 2 replies
  • 0 views
t TurboTax won't accept a 1099 R.

    2 replies

    DoninGA
    Employee
    March 14, 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

     

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


    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

    KrisD15
    March 14, 2025

    What kind of 1099-R is it? (what is it reporting?)

    There are several types.

    What type of error are you getting to make you say TurboTax won't accept it? 

     

    @bcraussen 

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