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New Member
posted Feb 13, 2024 12:20:01 PM

My 1099-R recipient's TIN has only the last four digits shown, only asterisks for the rest, and TurboTax won't let me type it in this way. What do I do?

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3 Replies
Level 15
Feb 13, 2024 12:25:53 PM

You shouldn't have to enter the recipient information for the 1099-R at all. TurboTax will pick it up automatically from the personal information that you have already entered. But if you do have to enter it for some reason, enter your full Social Security number as the recipient's TIN. Do not enter it with asterisks the way it is on the form that you received. It has to match your actual Social Security number, not the masked number shown on the form.

 

Expert Alumni
Feb 13, 2024 12:25:54 PM

The recipient's TIN is generally the Social Security number of the person who is receiving the form, more than likely the TIN is your SSN.   

 

 The payer's TIN is the number of the company that issued your form, if that number is missing you would have to contact the company.  

Level 15
Feb 13, 2024 12:26:01 PM

On the TurboTax Form 1099-R there is not a box to enter the Recipient's TIN.  You are asked prior to starting who the form is for if you are filing jointly.  Otherwise the program knows your SS number and there is no need to enter it on the Form 1099-R.

 

To enter, edit or delete a form 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

 

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

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue