You report the 1099R exactly as it is shown. If those boxes are blank leave then blank in TurboTax. The boxes you mentioned (9, 10 and 14) are blank on the majority of 1099R's issued. To enter pension and annuityPayments (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

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pacosta66

Level 1

Question

I took an early retirement distribution, 100%, payable to me, did not choose to roll-over to Roth..1099-R received show blanks in box(es) 9. 10. 14. How do I proceed?

Forum|Forum|7 years ago
June 1, 2019
1 reply
2 views

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TurboTax Deluxe Online

MichaelL1

Level 15

You report the 1099R exactly as it is shown. If those boxes are blank leave then blank in TurboTax.

The boxes you mentioned (9, 10 and 14) are blank on the majority of 1099R's issued.

To enter pension and annuity Payments (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