I am trying to put a 1099-R form for Talcott Resolution Life &Annuities Also known as The Hartford life Annuity and i can't find it..help please

[KittyM]

 Here's where to enter your 1099-R:

• In your Federal return, choose the tab for Wages & Income
• Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) (you might have to select Add more income and See more income to view this topic.)  Then select Edit/Add
• On the next page, Your 1099-R Entries, Edit the 1099-R that you are discussing, or select the blue link +Add a 1099-R

If this is not what you needed, please comment.

[MustyStuff]

I am trying to put a 1099-R form for Talcott Resolution Annuities Also known as The Hartford life Annuity and I can't find if.  Help, please.

[AmyC]

You can use the I'll Type it in Myself option under Change how I enter my form. See Where do I enter my 1099-R?

[deppinger86]

@AmyC    What should I enter in box 15 for the Illinois State/ Payers State number if it was left blank? We'd withheld state tax on this inherited annuity to be safe, however the program won't allow me to leave it blank.

[PattiF]

From @LeonardS:

The IRS does not use the state ID number when your return is processed.  You may use a random number for the state ID number this will allow you to continue and not impact your return.

@deppinger86 

[deppinger86]

Thank you, @PattiF! Also, would you happen to know if there is a difference considering Turbo automatically assumes that it is an IRA instead of an Annuity? I see the section once I submit the section that mentions annuities but shows a $0 entry yet lists the 1099R that's inputed as an inherited IRA.

[JohnB5677]

TurboTax does not necessarily consider your 1099-R as an IRA.  

• On the 1099-R there is a check box that indicates if this document represents an "IRS/SEP/Simple".
• There is then a follow up question asking if the box is checked.
• The remainder of the interview focuses on how the 1099-R is taxed.
• For instance, it asks if this is a qualified or a non-qualified plan.  An IRA is a qualified plan, and an annuity would be a non-qualified plan.

Please preview your tax return

1. On the menu bar on the left that shows.
   1. My Info
   2. Federal
   3. State
   4. Review
   5. File
2. Select Tax Tools
3. On the drop-down select Tools
4. On the popup menu
5. Select View Tax Summary
6. On the left sidebar

Select Preview my 1040.

Line 4a - IRA distribution

Line 4b - IRA Taxable amount

Line 5a - Pensions and annuities

Line 5b - Taxable amount