Solved: I have a question about two of the 1099-R forms I received. Thank you.
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I have a question about two of the 1099-R forms I received. Thank you.

 
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Returning Member

I have a question about two of the 1099-R forms I received. Thank you.

You will have to enter the 1099-R into TurboTax:

  1. Click "Personal Income" on the top
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  5. Click "I'll Type it Myself"
  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  7. Click "Continue" and enter the information from your 1099-R
  8. TurboTax will walk you through the questions.


View solution in original post

4 Replies
Returning Member

I have a question about two of the 1099-R forms I received. Thank you.

What is your question?
New Member

I have a question about two of the 1099-R forms I received. Thank you.

My wife died with an outstanding loan on her work 401-k.  The loan was in her name only.  I rolled over the work account to another 401-k account in my name.  I was told the loan was treated as a default because it was not paid off before she died.  Received a 1099-R for the outstanding loan amount.  How do I report this?
Returning Member

I have a question about two of the 1099-R forms I received. Thank you.

I'm sorry for your loss.
Returning Member

I have a question about two of the 1099-R forms I received. Thank you.

You will have to enter the 1099-R into TurboTax:

  1. Click "Personal Income" on the top
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  5. Click "I'll Type it Myself"
  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  7. Click "Continue" and enter the information from your 1099-R
  8. TurboTax will walk you through the questions.


View solution in original post

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