I don't have a w-2 I have a 1099-r can I use the 1099-r info if it is asking for W-2

jbedson · ‎February 17, 2022

Can a 1099-r be used if it is asking for W-2?

VolvoGirl · ‎February 17, 2022

Skip the W2 section. Say NO you don't have any W2s. Find the 1099R section here,

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
If you are filing a Joint return be sure to pick which person it is for.
Next screen is Who gave you a 1099R? Pick the right box.

View solution in original post

xmasbaby0 · ‎February 17, 2022

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.

**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.**

VolvoGirl · ‎February 17, 2022

Skip the W2 section. Say NO you don't have any W2s. Find the 1099R section here,

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
If you are filing a Joint return be sure to pick which person it is for.
Next screen is Who gave you a 1099R? Pick the right box.

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I don't have a w-2 I have a 1099-r can I use the 1099-r info if it is asking for W-2