Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
garryandcynthia
New Member

CAN I CREATE BOTH A 401K DISBURSEMENT 1099-R ENTRY AND A MILITARY RETIREMENT 1099-R ENTRY? IF SO, HOW?

 
1 Reply
DanaB
Intuit Alumni

CAN I CREATE BOTH A 401K DISBURSEMENT 1099-R ENTRY AND A MILITARY RETIREMENT 1099-R ENTRY? IF SO, HOW?

Yes, please follow the instructions below:

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to “Retirement Plans and Social Security” and click “Show more
  5. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue" and enter the information from your 1099-R
  10. Continue through the questions until you get to the "Your 1099-R Entries" screen click "Add Another 1099-R" button to enter your second 1099-R.

Dynamic AdsDynamic Ads
Privacy Settings
v