1099R

I'm disabled and only have social security benefits for income. Turbo tax program won't let me get passed the 1099R form. I don't have a 1099 R form. I've gone back through the program and checked box NO for pensions. It still will force me back to the 1099R form. How do I skip passed the 1099R completion to file my tax form.

1167

Employee Tax Expert

Feb 22, 2020 6:23:37 PM

Go back into the Federal section of the program.

Select "Wages & Income"
Scroll down to "all income"
Select show more to the right of "Retirement Plans & Social Security"
Select start/revisit to the right of "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
Select delete to the right of any 1099-R forms which are not applicable.

I also recommend scrolling down through the Income & Expenses section to ensure the information has not been entered into another section. If it has and it shouldn't be there, you may have to delete the input.

Level 15

Feb 23, 2020 5:04:26 AM

if your ONLY income is from social security AND there was no federal (volentary) tax withholdings on that social security payment, why are you filing at all? you may not need to file.

Returning Member

Mar 6, 2020 8:55:25 AM

Got a 1099R with my SSN but no company id, no address and no data. It's holding up my e-filing.How do I delete it.

Expert Alumni

Mar 6, 2020 9:11:59 AM

If you have income on your Form 1099-R, you must enter it. If there is incomplete information, call the issuer and find out why the information if incomplete. You stated in one post that you did not have a form and then later that you did have one.

If you do have one, enter the information. If you don't delete the form.

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1099R