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Level 1

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

Forum|Forum|7 years ago
June 4, 2019
1 reply
19 views

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,

TurboTax Deluxe Online

Best answer by MarilynG

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).

Level 15

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).

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