turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Can you wait before you add you 1099-R form when you receive it or you have to file it right away when doing your taxes?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Can you wait before you add you 1099-R form when you receive it or you have to file it right away when doing your taxes?

ALL of your income has to be entered on the same Form 1040.   If you do not have your 1099R, wait for it and enter it when you can, but do not e-file without it.   They usually come in late January to mid- February.  You might need to get it from the plan's website.  

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Can you wait before you add you 1099-R form when you receive it or you have to file it right away when doing your taxes?

If you have not received the Form 1099-R you can sign off your TurboTax online account and return at a later time.

Using the TurboTax online editions your information is saved as it is entered.  Just remember your User ID and Password so that you can return to your account.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question