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Where do I enter info from 1099 R which are monthly pensions directly to me from former employer?

Where do I enter pension payments on my 1099 R
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4 Replies
ErnieS0
Expert Alumni

Where do I enter info from 1099 R which are monthly pensions directly to me from former employer?

I’m not understanding your question. Did you receive a 1099-R for your pension payments? 

 

Your 1099-R has the total of your pension payments. You don't have to enter them separately.

 

Enter your 1099-R in the 1099-R section. Here's how to enter a Form 1099-R in TurboTax:

 

  1. Type 1099-r in Search (magnifying glass) in the upper right
  2. Select Jump to 1099-r
  3. Say YES to Did you get a 1099-R in 2022?
  4. On Select your situation to know what to expect, choose a tile or skip
  5. Continue past Get ready to be impressed
  6. On Let’s import your tax info you can either import your 1099-R or tap Change how I enter my form to type everything in yourself 
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Where do I enter info from 1099 R which are monthly pensions directly to me from former employer?

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself


Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

 

 

How old are you?  If you are 72 it will ask you if it is the RMD. Say yes. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD.

 

Where do I enter info from 1099 R which are monthly pensions directly to me from former employer?

when will form 1099 r be ready from turbo tax

Where do I enter info from 1099 R which are monthly pensions directly to me from former employer?

What problem are you having?  The 1099R has been ready for a long time.  Can't you enter it?

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