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mysweetj
Level 1
June 4, 2019
Solved

Why do I* have to include 1099 R in Distributions when added my income at the income, When get to review I am ask to fill in information again on my W2

when I get to check & review for mistakes etc. I am told to check CSA 1099 R and correct missing info in this Distributions page when I do my income double, 

MarilynG
MarilynGAnswer
Alumni - Intuit
June 4, 2019

If you received a CSA 1099-R, it is entered as Retirement Income in the Wages & Income section, under 'IRA, 401(k), Pension Plan Wathdrawals'. 

To check your entry, type '1099r' in the Search window, then 'Jump to 1099r'.

Choose Edit on the page 'Your 1099-R Entries' (screenshot). 

Be sure to enter any amount you have in Box 5 on your CSA 1099-R.

If you mistakenly also entered this income as a W-2,  you can Delete the W-2.

Type 'w2' in the Search window, then 'Jump to w2'. 

At the page 'Here's your W-2 Info' click the Trash Can icon next to the entry you want to Delete (screenshot).

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
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1 reply

MarilynG
MarilynGAnswer
Alumni - Intuit
June 4, 2019

If you received a CSA 1099-R, it is entered as Retirement Income in the Wages & Income section, under 'IRA, 401(k), Pension Plan Wathdrawals'. 

To check your entry, type '1099r' in the Search window, then 'Jump to 1099r'.

Choose Edit on the page 'Your 1099-R Entries' (screenshot). 

Be sure to enter any amount you have in Box 5 on your CSA 1099-R.

If you mistakenly also entered this income as a W-2,  you can Delete the W-2.

Type 'w2' in the Search window, then 'Jump to w2'. 

At the page 'Here's your W-2 Info' click the Trash Can icon next to the entry you want to Delete (screenshot).

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
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