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rgilbert
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I have a 1099-R for Dreyfus for 2 funds. On turbos section to report 1099Rs it only gives one line for distribution etc and I have 2 funds. What do I do?

I have 2 funds for Dreyfus IRAs that I got distributions for.  Turbo is allowing me only one line to record under 1099R.  What do I do?

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I have a 1099-R for Dreyfus for 2 funds. On turbos section to report 1099Rs it only gives one line for distribution etc and I have 2 funds. What do I do?

Ok, you will enter the 1099R and it will have the amounts on the 1099R entered exactly as you received it.  It does not matter how many different funds it includes.

Just carefully answer the questions that follow the 1099R 

 

 To enter pension and annuity Payments (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

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4 Replies

I have a 1099-R for Dreyfus for 2 funds. On turbos section to report 1099Rs it only gives one line for distribution etc and I have 2 funds. What do I do?

Do you actually have two 1099Rs?  or one 1099R with both amounts listed together?
rgilbert
New Member

I have a 1099-R for Dreyfus for 2 funds. On turbos section to report 1099Rs it only gives one line for distribution etc and I have 2 funds. What do I do?

I have only 1 1099R with two funds listed

I have a 1099-R for Dreyfus for 2 funds. On turbos section to report 1099Rs it only gives one line for distribution etc and I have 2 funds. What do I do?

Ok, you will enter the 1099R and it will have the amounts on the 1099R entered exactly as you received it.  It does not matter how many different funds it includes.

Just carefully answer the questions that follow the 1099R 

 

 To enter pension and annuity Payments (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
DAS47
New Member

I have a 1099-R for Dreyfus for 2 funds. On turbos section to report 1099Rs it only gives one line for distribution etc and I have 2 funds. What do I do?

I actually have 2 and the program only allows for one

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