I am retired. I receive a Form CSA 1099R instead of a W-2. Turbo Tax wants me to enter missing info in a W-2. I no longer work. How do I fix this?

[Anita01 · Accepted solution]

You need to delete the W-2 that transferred from last year.  Enter W-2 in the Find window on the upper right, hit enter, then click on the Jump To that appears.  Go through to the summary screen and delete the W-2

[ralphwoods]

I just need to enter my 1099R information, I have no W2 form past or present.  Where do I enter the 1099R information?

[DoninGA]

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@ralphwoods wrote:

I just need to enter my 1099R information, I have no W2 form past or present.  Where do I enter the 1099R information?

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To enter, edit or delete a form 1099-R -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

[KelleyBalma66]

I need to do my W-2s.   CSA1099R.  Help!

[JohnW152]

If the guidance above didn’t help for your CSA 1099-R, please see the following procedure to enter it in TurboTax Online:

1. If you’re on the Hi TurboTax Client, let's keep working on your taxes! screen, click the Pick up where you left off button

2. Click Federal in the left pane, if you’re not already there

3. Click Income & Expenses in the banner

4. Scroll down and click Show more to the right of Retirement Plans and Social Security

5. Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)

6. Answer Yes on the Did you get a 1099-R in 2021? page 

7. Click Continue on the Get ready to be impressed page

8. To enter Form 1099-R yourself, click Change how I enter my form.  Otherwise, download your form as instructed

9. Click Type it in myself on the How do you want to enter your 1099‑R? page, if you so choose

10. On the Who gave you a 1099-R? page, choose Office of Personnel Management (CSA 1099-R) and Continue

11. Enter all relevant information on the subsequent screens

To enter your Form W-2s, please see the TurboTax Help article How do I import or enter my W-2? for guidance.

@KelleyBalma66