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New Member
posted Apr 13, 2021 10:12:46 AM

?Can not access my 1099R and SSA 1099 digitally from computer I am using so need to enter amounts manually as I have always done in the past...how do I do this

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7 Replies
Level 15
Apr 13, 2021 10:15:13 AM

Don't understand "access digitally"?

 

1099R

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

 

SSA-1099

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

New Member
Apr 14, 2021 10:09:41 AM

Try to enter 1099R information and get the following

 

"The Retirement Income Area Will Be Ready Soon

You've done a great job starting your taxes early but The IRS is still working on finishing up the distributions

from Pensions, IRAs, etc. (Form 1099R) for 2020. That means this area isn't quite ready yet

Check back and we'll help you finish up"

 

Been getting the same message for 2 days now

 

Expert Alumni
Apr 14, 2021 1:36:14 PM

Are you using TurboTax Desktop?  Make sure your program is updated.  In the top margin select "Online" then "Check for Updates". That section has been updated for quite a while.  If you are using a Mac, click here for updating tips.

 

New Member
Apr 14, 2021 2:17:59 PM

Running a PC
Installed Turbotax from a CD purchased at Staples about a week ago. The 5th time we did this to this PC and probably the 20th time in the course of our life

Turbotax imported data from our 2019 return just fine

Every time Turbotax starts up get a message 'checking for updates', give the PC permission to install the update, get message 'this will take about 10 minutes', a few minutes later start on the return, then when we get to the Income part it won't let me input

Started just now, and also went to the bar and asked for updates. Same thing, no change.
Am using Viper protection could that be the problem?

Expert Alumni
Apr 14, 2021 5:16:35 PM

Does not sound like your updates are loading.  Try turning off your Antivirus software then do the updates.  You also might try restarting your computer.  After your update loads, log out of TurboTax then restart.  

New Member
Feb 18, 2022 11:57:02 AM

How do I access my 1099r from DFAS?

Level 15
Feb 18, 2022 12:05:18 PM

Ask DFAS for another copy or if you can log into your account to download it.