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April 13, 2023
Question

Why will this program not give me the option of entering my spouse's 1099R State retirement fund?

  • April 13, 2023
  • 1 reply
  • 0 views
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1 reply

SharonD007
April 13, 2023

Follow the steps below to enter a 1099-R in TurboTax:

 

  1. Open or continue your return
  2. In the Federal section, select Wages & Income
  3. Scroll to locate Retirement Plans and Social Security, and select Show more
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
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February 1, 2025

The response was complete garbage.

"scroll to retirement income section, click SHOW MORE"

That's the entire thing.

There is no SHOW MORE.

I updated the program today, so it's not that it's out of date.

Do better.

DoninGA
Employee
February 1, 2025

@Eric9999 

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

 

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

 

After you click on Type it in myself the following screen asks who the form belongs to -