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Retirement tax questions
Did you get an error code or message when inputting your Form 1099-R? Or was the e-file or your return rejected?
- The error could be as simple as a missing or mistyped letter or number. A payer’s EIN number has 9 digits with the format: 99-9999999.
- Your 1099-R form is incorrect or is missing information.
- The payer’s 1099-R form was imported into TurboTax resulting in an undetected error.
If it is not letting you enter the payer name while you are entering the Form 1099-R, try deleting the Form 1099-R and re-enter it. Make sure that the EIN number matches what is on your Form 1099-R. If you imported this Form 1099-R, try entering it manually.
Use these steps to delete your Form 1099-R:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
This will take you to the Form 1099-R summary page. Click Delete or the trash can icon next to the one you need to remove.
Here's how to re-enter your 1099-R in TurboTax:
- Open or continue your return.
- In the Federal section, select Wages & Income.
- Scroll to locate Retirement Plans and Social Security.
- 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.
If you got a reject error when filing your return:
E-file reject code F1099R-502-02 happens when the employer’s name or federal Employer Identification Number (EIN) that you entered from your 1099-R form doesn't match the IRS database.
The error could be as simple as a missing or mistyped letter or number. A payer’s EIN number has 9 digits with the format: 99-9999999.
Other, less common reasons for this rejection include:
- The payer's information in the IRS database is wrong.
- Your 1099-R form is incorrect or is missing information.
- No EIN number? Most likely this is from a foreign payer and they will not have an EIN. In this case the return will need to be mailed.
- The payer’s 1099-R form was imported into TurboTax resulting in an undetected error.
E-file reject F1099R-502-02 happens when the employer’s name or federal Employer Identification Number (EIN) that you entered from your 1099-R form doesn't match the IRS database.
The error could be as simple as a missing or mistyped letter or number. A payer’s EIN number has 9 digits with the format: 99-9999999.
Other, less common reasons for this rejection include:
- The payer's information in the IRS database is wrong.
- Your 1099-R form is incorrect or is missing information.
- No EIN number? Most likely this is from a foreign payer and they will not have an EIN. In this case the return will need to be mailed.
- The payer’s 1099-R form was imported into TurboTax resulting in an undetected error.
Sign in to TurboTax and select Fix my return.
- Select Fix it now.
- Follow the instructions to fix the error.
- You can also can search for 1099-R by selecting the magnifying glass and entering 1099-R in the search bar.
- Select the Jump to link and continue to the Federal income section to find the 1099-R.
- Select Edit next to the 1099-R in question.
- Proceed to the Enter your 1099-R screen and compare the Payer Name and Federal ID Number (EIN) on the screen with your 1099-R form.
- Important: The payer's name and EIN in TurboTax must exactly match the info on your 1099-R form.
- Make any corrections, then select Continue.
- Repeat the steps for any additional 1099-R forms.
- Select File when you've finished.
- Select Continue at the Welcome back screen (Don't select Fix my return since you've already done that).
- Follow the instructions to complete the filing process.
- If you’re still getting the rejection and you’re sure the information is correct, try deleting the 1099-R and re-entering it.
- In the Federal Income section, find your 1099-R(s) and select Edit.
- Select the trash can icon on the line listing the 1099-R.
- Select Yes to the question Are you sure you want to delete this 1099-R?
- Manually re-enter your 1099-R and refile the return.
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