Is a 1099-R the same thing as a W-2?

[gump-harrelson]

When the program asks if you have any other W-2s to input - should I input the information from a Form 1099-R? It is income with deductions but unlike the other forms it is NOT labeled W-2. Will there be another time to input 1099-R information?

[VolvoGirl · Accepted solution]

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

OR
Enter a 1099R under
Federal Taxes Tab
Wages & Income
Choose Jump to Full List -or I'll choose what I work on,

Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update

Pick the right kind of 1099R you have and on the same screen be sure to pick which person it is for if you are filing a Joint return.

After you enter the 1099R be sure to answer all the follow up questions on the next screens to determine how much is taxable or not. Go all the way to the end of the section. You have to enter it from the 1099R because there are codes on it you need to enter properly.

[CalebB]

Form 1099-R is not the same as a W-2.

Form 1099-R reports retirement income and TurboTax will ask about that income later, but it should not be entered in the same place as W-2s

[DaveR1]

Just further clarification. A 1099-R reports distributions from a pension or retirement account. A W-2 reports wages from employment.

[Anthonygriego1]

Question:

My spouse retired this past year. She recieved 1099 R a SSA 1099

Do I upload these under W-2 or under other income 1099?

[JamesG1]

In TurboTax Online, under Wages & Income, an IRS W-2 is entered under Job (W-2).

An IRS form 1099-R is entered under IRA, 401(k), Pension Plan Withdrawals (1099-R).

A SSA-1099 is entered under Social Security (SSA-1099-, RRB-1099).

@Anthonygriego1

[Edited 02/25/25 | 9:44 pm PST]