Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 14, 2025 7:51:21 AM

t TurboTax won't accept a 1099 R.

t TurboTax won't accept a 1099 R.

0 2 129
2 Replies
Level 15
Mar 14, 2025 7:54:30 AM

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


Online editions -

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

Employee Tax Expert
Mar 14, 2025 7:55:17 AM

What kind of 1099-R is it? (what is it reporting?)

There are several types.

What type of error are you getting to make you say TurboTax won't accept it? 

 

@bcraussen