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February 5, 2025
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where to put my 1099R

  • February 5, 2025
  • 1 reply
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    Best answer by VolvoGirl

    Where to enter a 1099R

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-r/L6IUK09NY_US_en_US

     

    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, 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.


    Don't type the bank name or try to import it.
    At the bottom pick - Change How I enter my Form
    Then on the next screen pick - I'll Type it in Myself

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    February 5, 2025

    Where to enter a 1099R

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-r/L6IUK09NY_US_en_US

     

    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, 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.


    Don't type the bank name or try to import it.
    At the bottom pick - Change How I enter my Form
    Then on the next screen pick - I'll Type it in Myself