Question

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

Forum|Forum|7 years ago
June 6, 2019
1 reply
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1099-Rs from 2008 thru 2018 start with Block 1, then Block 2a, and then skip to Block 5. During all those years, Turbotax never asked for data from Blocks 2 & 3, but did in 2018.

MichaelL1

Employee

When you start entering a 1099R TurboTax asks what type of 1099R you have.

CSA-1099R

CSF 1099R

RRB 1099R

1099R.

Go back and make sure you checked the box for a CSA or CSF 1099R depending on which one you have.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    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 Chose the correct type of 1099R you have.