Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 2:44:42 PM

Can I come back to 1099 R section

I am missing some of the 1099 Rs  - can I continue on with my taxes and come back to that section when I get the required paper

0 2 243
2 Replies
Intuit Alumni
Jun 4, 2019 2:44:43 PM

Yes, you can come back when you receive the additional 1099-R forms.  To enter additional 1099-Rs please follow these steps:

 

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).  
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box.
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.

 

[Edited | 4/13/2020 |  1:12 pm PDT]

Intuit Alumni
Jun 4, 2019 2:44:47 PM

see the answer above