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Get your taxes done using TurboTax
Where are you being asked for an Account Number on the Form 1099-R?
In the step-by-step interview when entering the information for the 1099-R there is no where that the Account Number from the lower left of the Form 1099-R can be entered.
The Account Number can only be entered from the Form 1099-R is if you are in Forms mode and even then the Account Number is not requested or needed. Even if you enter the Account Number the program does not ask anything about this. Even entering the Account Number does not prevent the tax return from being e-filed.
March 20, 2024
1:25 PM