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Level 1
February 6, 2020
Question

I received a 1099R form, turbo tax is acting as if I withdrew that money when I try to file it, but I haven't. I am not sure if i need to file this

  • February 6, 2020
  • 2 replies
  • 10 views
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2 replies

DoninGA
Level 15
Level 15
February 6, 2020

What is the code in box 7 of the 1099-R?  Is there a taxable amount entered in box 2a?  Is the IRA/SEP/SIMPLE box checked?

VolvoGirl
Level 15
February 6, 2020

Why did you get the 1099R?  Just because you got one doesn't mean it's taxable.  But you still have to enter it and answer the questions.  You can get one for many reasons.  What kind of plan is it from?  Your 401K or IRA or pension?

 

Did you have a 401K Loan you didn't pay back?

or just transfer the money to another account?