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I received a 1099-R that was related to funds from my father's non-qualified plan. It is a benefit that is only paid at death. How do I enter it in TurboTax?

 
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1 Reply
IreneS
Intuit Alumni

I received a 1099-R that was related to funds from my father's non-qualified plan. It is a benefit that is only paid at death. How do I enter it in TurboTax?

I'm sorry for your loss! 

To enter the 1099-R 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. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  
  4. Now you can click on the link Add Another 1099-R
  5. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  6. Click the I'll type it in myself box 
  7. On the screen, Tell Us Which 1099-R You Have.  Make sure you select the correct form and then click Continue.
  8. When you are finished entering the 1099-R information, you will be brought back to the Your 1099-R Entries screen.  Click Continue if you have no more 1099-Rs to enter.


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