Solved: 1099r
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
das_abalon
Level 1

1099r

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

 

1 Best answer

Accepted Solutions
VolvoGirl
Level 15

1099r

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.

View solution in original post

1 Reply
VolvoGirl
Level 15

1099r

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.

View solution in original post

Dynamic AdsDynamic Ads
v
Privacy Settings