Question

We do not have w-2 forms; we are retired federal workers, our statement of annuity is form 1099 R. Do I enter the information from that form as a w-2?

Forum|Forum|3 years ago
March 17, 2023
1 reply
0 views

No text available

TurboTax Deluxe Online

DoninGA

Employee

A Form 1099-R is not entered in the W-2 section of the program.

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