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wtfturbo-
New Member

Can not put in 1099r.

no action after it says getting 1099r.
2 Replies
macuser_22
Level 15

Can not put in 1099r.

Explain what you mean.

 

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
SteamTrain
Level 15

Can not put in 1099r.

IF you are attempting to import a 1099-R from a provider, you should note that in prior years, a number of institutions have taken down their specially tax-formatted 1099-R forms for software import by this time of year...some have taken them out by the end of July (at least in prior years).  This has nothing to do with their PDF forms of 1099-Rs that may be available in your account, as those are not importable tax files.

 

IF you are attempting to import yours, and you do not see any importable forms, then you'll have to go thru the "I'll type it in myself" procedure and use your paper 1099-R /PDF forms instead to enter the data manually.

*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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