You should enter each Form 1099-R on its own without combining the information. After entering each form there will be a series of follow-up questions that you will need to answer to be sure that the proper tax treatment is applied to that income. If you have already entered them as a combined form, you should delete your entry and start that section again. Use these steps to go to that section of your return: 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” (be sure to enter exactly as shown here) 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

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hennessyhouse20

Level 1

Solved

Do we put all 5 1099R forms together when filing? We tried doing it and the next step comes up to list our bank. Three are pensions and two are annuties?

Forum|Forum|6 years ago
February 8, 2020
1 reply
29 views

No text available

TurboTax Deluxe Online

Best answer by AnnetteB6

You should enter each Form 1099-R on its own without combining the information.

After entering each form there will be a series of follow-up questions that you will need to answer to be sure that the proper tax treatment is applied to that income.

If you have already entered them as a combined form, you should delete your entry and start that section again.

Use these steps to go to that section of your return:

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” (be sure to enter exactly as shown here) 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

AnnetteB6

Answer

Employee Tax Expert

You should enter each Form 1099-R on its own without combining the information.

After entering each form there will be a series of follow-up questions that you will need to answer to be sure that the proper tax treatment is applied to that income.

If you have already entered them as a combined form, you should delete your entry and start that section again.

Use these steps to go to that section of your return:

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” (be sure to enter exactly as shown here) 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