mgrivich
New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

https://ttlc.intuit.com/questions/3615033-where-would-i-enter-a-life-insurance-policy-that-was-cashe... gives instructions on how to deal with this, but the option for a 1099-R is missing. The only thing under "Retirement Plans and Social Security" is "Canadian Registered Pension Income". 

Carl
Level 15

Retirement tax questions

Wild guess here is that you are using the online version of TurboTax Canada.

Retirement tax questions

Are you maybe on the Canada website?  Is there a Canada Maple leaf upmin the corner?
mgrivich
New Member

Retirement tax questions

No maple leaf. I started at turbotax.com. All the other questions pertain to US tax law (W-2, 1099-INT, etc.)

Retirement tax questions

The middle choice IRA, 401(k) Pension Plans (1099-R) - that is for ALL 1099-R's
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
mgrivich
New Member

Retirement tax questions

@macuser_22 That option isn't there.

Retirement tax questions

Is there a Show More down arrow over on the right?
mgrivich
New Member

Retirement tax questions

@VolvoGirl Yes, and it's expanded. Here is an image: <a rel="nofollow" target="_blank" href="https://i.imgur.com/9qHTA6z.png">https://i.imgur.com/9qHTA6z.png</a>

Retirement tax questions

Yep you've got a problem.  Log out and back in.  Try using a different browser.

Retirement tax questions

You got me.  I have no idea how categories can be missing from the interview.

Try "Tax Tools -> Tools > Topic Search  and search for "1099-r" and see if it comes up.


I can only suggest calling customer support hand have them look at it.

Here is a TurboTax FAQ for contacting customer support.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number">https://ttlc.intuit.com...>

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
mgrivich
New Member

Retirement tax questions

Searching for 1099-R in the search box worked . Sorry I didn't respond earlier. My account got temporarily suspended for possible ToS violation (because of the link, maybe?). Thanks.

Retirement tax questions

Online it's the top choice.


Or use the "search topics" box for 1099-R.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

mgrivich
New Member

Retirement tax questions

Using search topics for 1099-R allowed me to enter the data. After that, "IRA, 401(k)..." started showing up on the main screen.

Retirement tax questions

Your screen should look like this.  This one is for where to enter Social Security but shows it all