turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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.”
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

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

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies