turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

pacosta66
New Member

I took an early retirement distribution, 100%, payable to me, did not choose to roll-over to Roth..1099-R received show blanks in box(es) 9. 10. 14. How do I proceed?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

I took an early retirement distribution, 100%, payable to me, did not choose to roll-over to Roth..1099-R received show blanks in box(es) 9. 10. 14. How do I proceed?

You report the 1099R exactly as it is shown.  If those boxes are blank leave then blank in TurboTax.  

The boxes you mentioned (9, 10 and 14) are blank on the majority of 1099R's issued.  

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question