LindaS5247
Expert Alumni

Retirement tax questions

You should use your new/current address in the personal information section of TurboTax to ensure you receive IRS correspondence. 

 

While the 1099-R form itself shows your old address, you should enter the box numbers (amounts) exactly as they appear on the form.

 

It is acceptable for the address on the 1099-R to differ from the address on your tax return.  The address on your tax return and the address on the Form 1099-R do not have to match. The address on Form 1099-R has no effect on your tax return.

 

Make sure to enter the financial figures (Box 1, 2a, 4, etc.) exactly as shown on the form.

 

To get back to these screens in TurboTax to review your entries you can:

 

  1. Click on Search at the top right of your TurboTax screen
  2. Type Form 1099-R in your search box
  3. Click on the link Jump to Form 1099-R
  4. You will be able to review your Form 1099-R entries.

 

For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"
  

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