Solved: I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.
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I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.

 
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Level 14

I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.

I'm sorry for your loss!

You should be able to enter more than one 1099-R from the same company.  You need to enter each 1099-R separately. 

To enter a additional 1099-Rs, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the link Add Another 1099-R (below the table).
  4. On the next screen click I'll type it myself.
  5. On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R. 
  6. On that same screen, for This Form 1099-R belongs to, select your spouse's name and click Continue.

If you have difficulty, respond to this thread and give the details on what is happening.


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Highlighted
Level 14

I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.

I'm sorry for your loss!

You should be able to enter more than one 1099-R from the same company.  You need to enter each 1099-R separately. 

To enter a additional 1099-Rs, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the link Add Another 1099-R (below the table).
  4. On the next screen click I'll type it myself.
  5. On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R. 
  6. On that same screen, for This Form 1099-R belongs to, select your spouse's name and click Continue.

If you have difficulty, respond to this thread and give the details on what is happening.


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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