My husband has a 1099-R with a payer's name that is not "on the list" and is not recognized when I try to enter it. How else can I input the information?

The 1099-R shows state tax withheld but not Federal income tax. Does that mean Federal tax is not required?

431

Expert Alumni

Apr 6, 2025 4:07:37 PM

You can enter the information manually or upload a pdf. No, the lack of withholding for federal purposes doesn't mean that it's not taxable.

Here is how to do input the 1099-R manually in TurboTax Online:

Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
Add a 1099-R
Select "Change how I enter my form"
On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
Now, you can input your 1099-R provider's info, and continue through the rest of the interview