Solved: Can I put payments from private disability insurance and withdrawals from my 401K in the same location that I put my US govt. SS disability 1099 info in Turbo tax?

1 Best answer

Level 15

Jun 1, 2019 1:33:28 PM

Those are entered in the Wages and Income section under Retirement Plans and Social Security but in different areas

To enter 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

To enter Social Security benefits reported on form SSA-1099

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

Level 15

Jun 1, 2019 1:33:28 PM

Those are entered in the Wages and Income section under Retirement Plans and Social Security but in different areas

To enter 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

To enter Social Security benefits reported on form SSA-1099

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

Can I put payments from private disability insurance and withdrawals from my 401K in the same location that I put my US govt. SS disability 1099 info in Turbo tax?