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June 6, 2019
Question

Two 1099-R forms received, one is 401K over-contribution principal amount, another is same principal plus small interest,How can I enter those 1099-R forms?

  • June 6, 2019
  • 3 replies
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    3 replies

    June 6, 2019
    Are you using TurboTax online or TurboTax Download/CD?
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    taxyinhmAuthor
    June 6, 2019
    Turbo Tax, Deluxe CD
    June 6, 2019

    Please follow the steps below to enter the 1099-Rs: 

    1. Click "Wages & Income" on the top
    2. Click "I'll choose what to work on"
    3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
    4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
    5. Click "I'll Type it Myself"
    6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
    7. Click "Continue" and enter the information from your 1099-R
    8. Continue until you reach the "Your 1099-R Entries" screen and click on "Add another 1099-R" to enter the 2nd form

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