I can't find the 1099-R form in TT Desktop to fill out.

[81rxv1te]

A member sent me this: If you are using the desktop (downloaded) TurboTax software installed on your computer you can open a 1099-R form in forms mode and fill it in. I checked the help center and sorry still a dead end. There is a FORM that I can see but can't figure out how to fill in the 1099-R for my 403b withdrawals! Any clues as I think I just need to enter 15k. So far I show no income at all and can't get a handle on the current tax estimates....Any help would be much appreciated! BTW the folks at the CS did not inform me of the Forms....odd?

[VolvoGirl]

Did you see the answer I added to your other post about which boxes to fill out?

[81rxv1te]

Hello again Volvogirl.  Hope your X-mas was both resting and peaceful with family and friends!  Just so you know you are making my life less stressful for this coming year.   Clearly I am not a tax expert.

I am entering my Wife's PT work of 10k and 200 with holding. Which form and boxes do I fill out?    Also, I found out on the IRS.gov website that they came up with a calculation of 38.00 for a tax credit.  Where would that show up in Desktop version of TT 2024?  When I do enter the numbers in the form, are the calculations done or do I have to save/print file?

Just trying to get estimates....

Many thanks again!