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February 22, 2025
Question

where do I enter a 1099-R for my Calif retirement $$. It should be in the income, but I don't know how to get there

  • February 22, 2025
  • 2 replies
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    2 replies

    VolvoGirl
    Employee
    February 22, 2025

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

     

    For state boxes,  if box 16 is empty or zero then for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

    February 22, 2025

    Here is how to do this in TurboTax Online:

     

    • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
    • Add a 1099-R
    • Select "Change how I enter my form"
    • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
    • Next it ask "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
    • Now, you can input your 1099-R provider's info, and continue through the rest of the interview