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Level 1

Solved

Where do I enter 1099-R for an annuity distribution ?

Forum|Forum|7 years ago
June 7, 2019
2 replies
14 views

No text available

TurboTax Premier Windows

Best answer by

The 1099 R will be entered in the Retirement Plans and Social Security section.

• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

This section will also include an annuity distribution.

Form 1099 R is used for all types of retirement accounts. The data entry is the same for distributions from pensions, IRAs, 401ks and annuity distributions.

A

Anonymous

Answer

The 1099 R will be entered in the Retirement Plans and Social Security section.

• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

This section will also include an annuity distribution.

Form 1099 R is used for all types of retirement accounts. The data entry is the same for distributions from pensions, IRAs, 401ks and annuity distributions.

Level 2

How about just answering one question at a time instead of combining some and making it worse than it is. All I want to know is about 1099-R military retired not 401K.

Level 2

where do I enter a 1099 annuity distribution

Alumni - Champ

@gronker11 - Read the answer above. All 1099-R's are entered in the same place.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**