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ohagan-kathleen
New Member

I have input my SSA-1099-R, but this won't allow me to also input my 1099-R from state retirement. Can I enter both?

Why can I not input both the SSA-1099-R and my state retirement 1099-R?
1 Best answer

Accepted Solutions
ohagan-kathleen
New Member

I have input my SSA-1099-R, but this won't allow me to also input my 1099-R from state retirement. Can I enter both?

This did NOT help, because my 1099-R is not for a bank, or other such investment.  It's from Arizona State Retirement System, and your program keeps telling me that it doesn't recognize this.  It WANTS it to be a bank entity, but it isn't one, so it won't allow me to input it anywhere.  I've tried.  This is a difference from years past, because I've used Turbo Tax for something like 6 years, and I've had this pension for roughly three.  It worked last year, but it won't accept it this year.  

    I'd like to stay with Turbo Tax, but I can't file my taxes without all of my income.  So help, please.

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3 Replies
BillM223
Expert Alumni

I have input my SSA-1099-R, but this won't allow me to also input my 1099-R from state retirement. Can I enter both?

Yes, you can enter both into your return, but they are entered in two different places.

 

The SSA-1099 is the form that reports your Social Security income.

 

The 1099-R reports income from a retirement plan (like a 401(k) plan) or from an IRA.

 

These have to be entered on separate screens so that TurboTax knows that they are different. They are taxed differently on both the federal and state level.

 

 

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ohagan-kathleen
New Member

I have input my SSA-1099-R, but this won't allow me to also input my 1099-R from state retirement. Can I enter both?

This did NOT help, because my 1099-R is not for a bank, or other such investment.  It's from Arizona State Retirement System, and your program keeps telling me that it doesn't recognize this.  It WANTS it to be a bank entity, but it isn't one, so it won't allow me to input it anywhere.  I've tried.  This is a difference from years past, because I've used Turbo Tax for something like 6 years, and I've had this pension for roughly three.  It worked last year, but it won't accept it this year.  

    I'd like to stay with Turbo Tax, but I can't file my taxes without all of my income.  So help, please.

Irene2805
Expert Alumni
Intuit Approved!

I have input my SSA-1099-R, but this won't allow me to also input my 1099-R from state retirement. Can I enter both?

To enter your AZ retirement, 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. On the screen, Who gave you a 1099-R? click the first box, Financial institution or other provider (1099-R) and click Continue.  [See screenshot #1 below.]
  4. When entering your 1099-R from the AZ State Retirement System, be sure to enter AZ in Box 15 (State), even if there is no state withholding.  
  5. A few screens later, you will see Where is your distribution from?  Mark the first radio button to indicate this is an AZ state pension.  [See screenshot #2 below.]

 

Screenshot #1

 

Screenshot #2

 

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