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percio
New Member

It did not bring up my 1099-R information and I can’t type it in?

 
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2 Replies

It did not bring up my 1099-R information and I can’t type it in?

Why can you not type it in?  Do you have a copy of the 1099R?  You might have to go to the plan's website to get it.   If your financial institution is not on the drop down list to import the 1099R, you can click "I'll type it in myself" ---but you must have a copy of it so that you can enter the information.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
LindaS5247
Expert Alumni

It did not bring up my 1099-R information and I can’t type it in?

You should get a Form 1099-R if you received $10 or more from a retirement plan. You're must to report a Form 1099-R on your tax return, even if the distribution isn't taxable.

 

If you have not received the Form 1099-R then you will have to contact your plan administrator for assistance in getting the form.
 

When you enter your Form 1099-R into TurboTax you will have the option to import or upload your 1099-R or to manually enter the information yourself.

 

Make sure your financial institution or brokerage is a TurboTax 1099 partner. If your institution isn't on the list, you won't be able to import.


Click here for information on importing your Form 1099 and troubleshooting if it does not work.

 

If your import did not work, you can enter your 1099 manually.

 

Here's where to enter your 1099-R in TurboTax:

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

 

Click here for "When to use form 1099-R".

 

Click here for "What to do if you don't get form 1099-R".

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