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Leighrich
New Member

I have a 1099R form that is different than what is on this site/

How do i enter my info for my 1099R, the boxes are labeled differently than what you have
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2 Replies

I have a 1099R form that is different than what is on this site/

Are you sure you are entering it in the right place?

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

I have a 1099R form that is different than what is on this site/

And who is issuing the Retirment form?

 

IF from the US Government (from OPM, not DFAS), those are not plain 1099-R forms, they are CSA-0199-R or CSF-1099-R forms that do have some different numbering.

__________

IF the 1099-R is form certain City or State Retirment systems, I've seen a couple of reports where boxes numbered higher than ~10 are mis-numbered vs. the proper IRS 1099-R form number system.  In those situations, you need to match the subject of those higher numbered boxes to what is presented in the TTX software forms before putting the $$ into their proper boxes.  The TTX forms are numbered properly.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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