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Billjam
New Member

how can i add my 1099 R Pension info it's not letting me. it says 0 and needs review

 
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2 Replies
JamesG1
Expert Alumni

how can i add my 1099 R Pension info it's not letting me. it says 0 and needs review

In TurboTax Online, report the IRS form 1099-R as follows:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Click the down arrow to the right of Retirement Plans Social Security.
  • Click to the right of IRA 401K Pension Plan Withdrawals.
  • Select Add another 1099-R.
  • At the screen Let's import your tax info, select Change how I enter the form.
  • At the screen How would you like to upload your 1099-R, select Type it in myself.
  • At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue.
  • Continue through the entry screens.

In TurboTax Desktop, report IRS form 1099-R as follows:

 

  • Across the top of the screen, click on Federal Taxes.
  • At the top of the screen click on Wages & Income.
  • Select I'll choose what I work on.
  • Click to the right of IRA, 401K, Pension Plan withdrawals.
  • At the screen Let Us Enter Your 1099-R, select I'll type it in myself.
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how can i add my 1099 R Pension info it's not letting me. it says 0 and needs review

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.**

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