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Turbo Tax - Distributions from Pensions, IRAs, etc.

In reviewing my information they ask for the zip code of the payer but there is no information on the form as to who the payer is or any other info.

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4 Replies

Turbo Tax - Distributions from Pensions, IRAs, etc.

The 1099-R you receive will have the payer name, address and zip code.\

 

https://www.irs.gov/pub/irs-pdf/f1099r_20.pdf

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Turbo Tax - Distributions from Pensions, IRAs, etc.

I finally figured out my previous problem. Now I have everything done except for one thing: I had funds rolled over from  a. 403b account into an IRA. I didn’t take any money from the IRA.Do I have to report how much money I have in the IRA anyway and,if so, where do I enter it? I have looked everywhere for the answer.

DaveF1006
Expert Alumni

Turbo Tax - Distributions from Pensions, IRAs, etc.

When you rolled over your funds, did you receive a 1099R reporting the rollover? Also what date was the rollover performed?

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Turbo Tax - Distributions from Pensions, IRAs, etc.

Yes I did get 1099s for the rollovers, was told I didn't have to enter the IRA's because I did not take any distributions from them, so I finished my returns and sent them in. Who knows how long it will take for the IRS to get to it! If I did anything wrong I'm sure they will eventually tell me about it. I'd like to thank everyone for their help

 

 

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