Solved: 1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".
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New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

https://ttlc.intuit.com/questions/3615033-where-would-i-enter-a-life-insurance-policy-that-was-cashe... gives instructions on how to deal with this, but the option for a 1099-R is missing. The only thing under "Retirement Plans and Social Security" is "Canadian Registered Pension Income". 

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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Online it's the top choice.


Or use the "search topics" box for 1099-R.

**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.**

View solution in original post

13 Replies
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Wild guess here is that you are using the online version of TurboTax Canada.
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Are you maybe on the Canada website?  Is there a Canada Maple leaf upmin the corner?
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New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

No maple leaf. I started at turbotax.com. All the other questions pertain to US tax law (W-2, 1099-INT, etc.)
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

The middle choice IRA, 401(k) Pension Plans (1099-R) - that is for ALL 1099-R's
**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.**
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New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

@macuser_22 That option isn't there.
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Is there a Show More down arrow over on the right?
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New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

@VolvoGirl Yes, and it's expanded. Here is an image: <a rel="nofollow" target="_blank" href="https://i.imgur.com/9qHTA6z.png">https://i.imgur.com/9qHTA6z.png</a>
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Yep you've got a problem.  Log out and back in.  Try using a different browser.
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

You got me.  I have no idea how categories can be missing from the interview.

Try "Tax Tools -> Tools > Topic Search  and search for "1099-r" and see if it comes up.


I can only suggest calling customer support hand have them look at it.

Here is a TurboTax FAQ for contacting customer support.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number">https://ttlc.intuit.com...>

**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.**
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New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Searching for 1099-R in the search box worked . Sorry I didn't respond earlier. My account got temporarily suspended for possible ToS violation (because of the link, maybe?). Thanks.
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Online it's the top choice.


Or use the "search topics" box for 1099-R.

**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.**

View solution in original post

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New Member

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Using search topics for 1099-R allowed me to enter the data. After that, "IRA, 401(k)..." started showing up on the main screen.
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Level 15

1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

Your screen should look like this.  This one is for where to enter Social Security but shows it all

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