Re: Can you tell me how am I supposed to fill out ...
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dglcom
New Member

Can you tell me how am I supposed to fill out my Turbo Tax form when my 1099-R boxes don’t match up?

For instance, TT Box 1 is “wages, tips, and other compensation.” On my 1099-R it’s “Claim number and Payee Code.”
1 Reply
DoninGA
Level 15

Can you tell me how am I supposed to fill out my Turbo Tax form when my 1099-R boxes don’t match up?

You are trying to enter the Form 1099-R in the section for entering a W-2, that is the wrong section.

 

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

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