1099R box 4 does not match Turbotax box numbers. My 1099-R has box for as Federal Income Tax Withheld; Turbotax has that entry for Box 2. Box 4 in Turbotax for is Social Security Tax withheld.
You'll need to sign in or create an account to connect with an expert.
You are in the wrong section of the program to enter a Form 1099-R. You are in the W-2 section, delete the W-2 that was entered.
To enter, edit or delete a form 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
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
You are in the wrong section of the program to enter a Form 1099-R. You are in the W-2 section, delete the W-2 that was entered.
To enter, edit or delete a form 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
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
Are you sure that you have a 1099R? Or...that you are entering your 1099R in the right place?
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
knelso4
New Member
mkessharb
New Member
riram
New Member
tkroboth
New Member
ahmad-s-ghannam
New Member