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New Member
posted Mar 24, 2024 11:04:46 AM

2023 turbo tux deluxe does no seem to have a place to enter federal and state taxes withheld from a 1099R. How do I do this?

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2 Replies
Level 15
Mar 24, 2024 11:07:27 AM

You have to enter the Form 1099-R in the correct section of the TurboTax program.

 

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

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Online Editions only -

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add 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

Expert Alumni
Mar 24, 2024 11:11:07 AM

You should go back and review the entries for your 1099-R.  Go back to your form by following the steps below:

 

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

When you get to the form, the program will ask for the withholding amounts.  If you continue having issues, feel free to contact us again.