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March 31, 2024
Question

Why is 1099-R not an option?

  • March 31, 2024
  • 2 replies
  • 0 views
I have 2 form 1099-R's, one for retirement funds received and dividend but no 1099-R option

2 replies

VolvoGirl
Employee
March 31, 2024

See 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


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

 

DawnC
Employee
March 31, 2024

Follow the instructions below to enter your 1099-R forms. 

 

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

Where do I enter a 1099-R?   After you enter the first, you can click on Add Another 1099-R

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