The form 1099-R should include the amount of tax withheld from your IRA distribution. This amount can be found in Box 4 for federal tax and Box 12 for state tax. This needs to be entered into TurboTax when you enter the 1099-R. Please follow these instructions to edit your Form 1099-R : Login to your TurboTax Account Click "Take Me To My Return" Click "Federal" from the left side of your screen Scroll down and click "Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" On the "Your 1099-R Entries" screen click "Edit" next to the 1099-R, you wish to edit.

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Turbo tax did not calculate my tax withheld from my IRA.How can I fix this?

Forum|Forum|7 years ago
June 6, 2019
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Best answer by DanaB27

The form 1099-R should include the amount of tax withheld from your IRA distribution. This amount can be found in Box 4 for federal tax and Box 12 for state tax. This needs to be entered into TurboTax when you enter the 1099-R.

Please follow these instructions to edit your Form 1099-R :

Login to your TurboTax Account
Click "Take Me To My Return"
Click "Federal" from the left side of your screen
Scroll down and click "Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
On the "Your 1099-R Entries" screen click "Edit" next to the 1099-R, you wish to edit.

D

DanaB27Answer

The form 1099-R should include the amount of tax withheld from your IRA distribution. This amount can be found in Box 4 for federal tax and Box 12 for state tax. This needs to be entered into TurboTax when you enter the 1099-R.

Please follow these instructions to edit your Form 1099-R :

Login to your TurboTax Account
Click "Take Me To My Return"
Click "Federal" from the left side of your screen
Scroll down and click "Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
On the "Your 1099-R Entries" screen click "Edit" next to the 1099-R, you wish to edit.

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