I have a 1099-R form .I took money out of my annuity. How do I use this form when filling out my taxes? Do I use line 12 or 13? And what letter code do I use? Thank you.

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1 Best answer

Expert Alumni

Jun 4, 2019 7:05:30 PM

You need to enter the form exactly as it appears in TurboTax. The program will put the amount on the correct line for you. As to the code, you must use the code that is listed on the form, box 7.

Federal Taxes
Wages and Income
Scroll down to Retirement Plans and Social Security
Select IRA, 401(k), Pension Plans (1099-R)

Expert Alumni

Jun 4, 2019 7:05:30 PM

You need to enter the form exactly as it appears in TurboTax. The program will put the amount on the correct line for you. As to the code, you must use the code that is listed on the form, box 7.

Federal Taxes
Wages and Income
Scroll down to Retirement Plans and Social Security
Select IRA, 401(k), Pension Plans (1099-R)

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I have a 1099-R form .I took money out of my annuity. How do I use this form when filling out my taxes? Do I use line 12 or 13? And what letter code do I use? Thank you.