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Our 1099Rs have different boxes than the income page, there's no box 2 but 2a (taxable amount) and box 4 is different? what do i enter
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September 20, 2019
5:27 AM
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Retirement tax questions
The Form 1099-R is entered in Retirement Plans and Social Security section under Wages and Income, not in the W-2 section for wages.
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 the Magnifying Glass. Click on Jump to 1099-R
September 20, 2019
5:47 AM
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Retirement tax questions
That sounds like it might be a CSA-1099-R (civil service) or RRB-1099-R (railroad) and not a normal 1099-R. Be sure to choose the correct 1099-R type on the first screen.
**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.**
September 20, 2019
8:01 AM
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