1099r

Forum|Forum|6 years ago
February 8, 2020
1 reply
3 views

I now receive a 1099R but do not receive a w2 how do I proceed in turbo tax

Best answer by VolvoGirl

If any W2s transferred over from last year then delete them.

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

OR Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update

If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.

VolvoGirlAnswer

Level 15

If any W2s transferred over from last year then delete them.

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

OR Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update