Retirement tax questions

A Form 1099-R is not a W-2 and is Not entered in the W-2 section of the program.  You enter the 1099-R in the Retirement Plans and Social Security section.

TurboTax uses the same form as the IRS approved Form 1099-R - https://www.irs.gov/pub/irs-prior/f1099r--2019.pdf

If your 1099-R form is different than the IRS Form 1099-R then use the box descriptions as entered on your 1099-R and the TurboTax Form 1099-R.

 

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 Jump to 1099-R

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