1099R

5 replies
64 views

It does not ask for info from box 1 through 3.

it says I a am a railroad employee and won't let me change.

I am not a rail road employee or retiree.

How can you figure my tax if you don't ask for income from box 1 of the 1099R?

SteamTrain

Level 15

When you get to the table of 1099-R forms, delete that one and start a new one.

Then ...slowly.....step thru the pages that follow.....there is a page that shows several 1099-R form types....do NOT click on the RRB-1099-R (That's the railroad one...you may have accidentally clicked on that one the first time thru)) ...There are also CSA- and CSF-1099-R forms for several "civilian" Federal retirements. All else, including Military, are just the simple 1099-R form.

And if you get Social Security, the SSA-1099 is one place lower down in the main income menu

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

min77

Level 2

Turbo Tax has W2 income first. Do I fill that out from my 1099R form?

JohnB5677

Alumni - Intuit

It will not make any difference if you do the W-2 or the 1099-R first. What is of most concern is that you can identify all of the information and post it.

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