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roper1
New Member

Why will this program not give me the option of entering my spouse's 1099R State retirement fund?

 
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3 Replies
SharonD007
Expert Alumni

Why will this program not give me the option of entering my spouse's 1099R State retirement fund?

Follow the steps below to enter a 1099-R in TurboTax:

 

  1. Open or continue your return
  2. In the Federal section, select Wages & Income
  3. Scroll to locate Retirement Plans and Social Security, and select Show more
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
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Eric9999
New Member

Why will this program not give me the option of entering my spouse's 1099R State retirement fund?

The response was complete garbage.

"scroll to retirement income section, click SHOW MORE"

That's the entire thing.

There is no SHOW MORE.

I updated the program today, so it's not that it's out of date.

Do better.

Why will this program not give me the option of entering my spouse's 1099R State retirement fund?

@Eric9999 

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

 

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

 

After you click on Type it in myself the following screen asks who the form belongs to -

form 1099-R owner online 2024.JPG

 

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