How can I enter 1099-R for2023?

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Turbo tax in race mode will not let me enter needs review info

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DanaB27

Employee Tax Expert

If you are trying to enter a 2022 Form 1099-R then please try these steps to get back to the retirement section:

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Click "Continue" and enter the information from your 1099-R/review Form 1099-R

Or use these steps:

Click "Wages & Income" (under Federal) on the left
Scroll down and click "Show more" next to "Retirement Plans and Social Security"
Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"

If this isn't helpful can you please provide more details about your retirement distribution? Are you trying to enter a 2023 Form 1099-R for excess contribution?

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xmasbaby0

Level 15

You are not preparing a 2023 return. You are preparing a 2022 tax return now. NEXT year you will prepare a 2023 return---when 2023 is over.

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.

To get rid of "race mode"

Click < or > to get the refund monitor to appear. You might also have to toggle off that “race mode” or click Review.

**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.**