How do I file a 1099-R form? I've never done it before. I'm not sure what it even is. This is my first time receiving a 1099-R form and no one in my family knows either.

Forum|Forum|5 years ago
March 4, 2021
4 replies
28 views

I really unsure and confused how to file my 1099-r form I got in the mail. I'm confused what type of form it even is.

TurboTax Deluxe Online

VolvoGirl

Level 15

Who is it from? Did you take a IRA or 401K withdrawal? Did you rollover or transfer it to another account? Do you get a pension? Did you leave a job and not pay back a 401K loan?

What code is in box 7?

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.

Jenni28Author

Level 2

I did leave my job back in late 2019 and they sent me a check. I believe it was a 401k and I got that early 2020. In my box 7 it has 1 on it. But a lot of it is blank besides boxes 1, 2A, 4, 16, 15, and 2B. I figure out how to enter that information. I’m now unsure how I’ll Identify the plan like it asks me too.