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February 16, 2025
Question

what box does 1099R fall into?

  • February 16, 2025
  • 2 replies
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payments from stock 1099R

    2 replies

    Employee
    February 16, 2025

    A 1099R is for retirement income of various sorts.

     

     

    To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    February 16, 2025

    In TurboTax Online, follow these steps to report the income from an IRS form 1099-R:

     

    • Down the left side of the screen, click on Federal.
    • Down the left side of the screen, click on Wages & income.
    • Scroll down to Retirement Plans Social Security.  Click the down arrow to the right.
    • Click to the right of IRA 401K Pension Plan Withdrawals.
    • At the screen Did you get a 1099-R, select Yes.
    • At the screen Select your situation to know what to expect, select and Continue.
    • At the screen Let's import your tax info, select the provider.
    • Follow the screens to download the 1099-R retirement income.
    • You may enter the 1099-R retirement income by other means by selecting Change how I enter my form at the screen Let's get your tax info.
    • You may download the form from the provider, upload a PDF, JPG or PNG file from your computer, snap a photo or type it in yourself.  
    • See these options.
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