Looking on my 1099 R which number is my traacking id and where is it on the !099 R?

[SweetieJean]

Are you trying to import the 1099-R?

[lowellcurtis]

Yes

[MichaelDC]

There is no tracking ID on a 1099R.  There is a Federal ID number that you enter beneath the payer name and address, etc. A more common issue is the State ID number in Box 13.

Every payer of the retirement distribution does not obtain payer numbers for every state. If your payer has one for your state and they have withheld any state income tax, it would be listed in box 13 on the 1099-R. If there is nothing listed in the State Payer number box (box 13), you can input NA (not available) in that box in the TurboTax software.

State ID numbers are not always unique identifier as to what state they are associated with (i.e in theory, two separate states could be using the same ID number) and they are often the same as the federal ID numbers.  Thus, the program needs the State abbreviation to properly associated the 1099-R with the right state. Also, the same Federal EIN is sufficient for the state ID number.  Be sure to select your state two letter code in the state section.

If you have additional questions or details regarding this, please feel free to post in the comments for further clarification.

[MNCC]

My 1099R does not have a tracking ID, so I tried entering the Payers TIN... that is not accepted. I've also tried "NA" for not available. Also, not accepted. Help please!

[JohnB5677]

Are you trying to IMPORT the 1099 R.  You can enter it yourself by choosing I'll type it myself at the bottom of the screen.  You would then select the 1099 R section and post it.

[LindaB1993]

Leave this blank  when entering the Form 1099-R.  There is no tracking ID on a 1099R. There is a Federal ID number that you enter beneath the payer name and address.   If you are trying to import the data, your payer may have their own  internal tracking ID in order to facilitate the import feature from their website.

[Corona9788]

Folks are missing the question.   When you try to import a 1099r from certain entities such as TIAA, the screen asks you to enter the "Tracking ID-Tax Info Stmt bottom pg1 (24 char)".  

My 1099R's from TIAA do not have a 24 character tracking number.   

The recommendations to "enter it manually" when you have a dozen 1099s to enter is not really that helpful. 

Googling suggests many companies do not (yet?) use a tracking ID, even if they are supposed Turbotax partners.    So this is quite frustrating (sort of like living in a country that can't quite get enough coronavirus testing kits!).

[DaveF1006]

i would suggest making up a 24 character tracking number to see if you can move past this issue if you do not wish to enter these manually. 

[kr41]

Cute suggestion but it does not work.  TIAA denies such a number exists and yet TurboTax insists on it.

[DaveF1006]

Check your contract number to see if that is what they are talking about. See if that is 24 characters long. Your contract number is either your TIAA number, your CREF number or your TIAA Mutual Fund Account number. These can be found in two places: your enrollment or mutual fund account confirmation documents or your quarterly statements.

[carolrix]

what do i  do whan it want take any payers ID # and can fine it

[DoninGA]

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@carolrix wrote:

what do i  do whan it want take any payers ID # and can fine it

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The Payer's ID in the box labeled Payer's TIN.  See this IRS Form 1099-R - https://www.irs.gov/pub/irs-prior/f1099r--2020.pdf

[carolrix]

1099 ssa no box 13 did not pay any tax can not entry NA will not let me file

[DoninGA]

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@carolrix wrote:

1099 ssa no box 13 did not pay any tax can not entry NA will not let me file

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You do not enter a SSA-1099 as a Form 1099-R.  Delete the Form 1099-R

To enter Social Security benefits reported on form SSA-1099

• 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 Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099