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February 8, 2021
Question

Using turbotax

  • February 8, 2021
  • 1 reply
  • 0 views

Why can't i use the product. It wont let me inter retirement data from my 1099r

    1 reply

    DoninGA
    Employee
    February 8, 2021

    What happens when you use this procedure when using the TurboTax desktop editions installed on a personal computer -

    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

     

    Or if you are using the TurboTax online web based editions -

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

    On the screen Did you get a 1099-R in 2020? Click on Yes

    On the next screen click on Continue

    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