Tax Year Prior to 2020: Why can’t I enter my 1099-R? And do I even have to if there were no taxes withheld?

You report any and all 1099-Rs that you get. It doesn't matter whether tax was withheld or not, you report them all.

You may need to enter your 1099-R manually if importing it doesn't work.

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
3. Answer Yes on the Your 1099-R screen, then select Continue.
   • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

Cant add my wifes 1099R pension. Annuity from CSA Fed Gov. Message is still working on software. 1/20/2020 was listed completion date.

You may enter the 1099-R by these steps:

After you sign in to Turbotax,

• Select Federal
• Click on the Income Section
• Scroll to Retirement Income
• Select Form 1099-R
• You should see "Tell Us Which 1009-R You Have"
• Select "CSA-1099-R

I have a question.  My mom gets a small federal retirement from the government and chose to not have federal taxes withheld b/c she only gets 5184.00 annually.  So I am helping her with her taxes and where turbo tax asked what the taxable amount was I left it blank.  Then for the question was the taxable annuity amount used as the taxable amount I put no since the form says unknown- first question is that correct?  Then I was asked which method she used to figure the taxable amount of the annuity (even though she didn't) - there are two choices simplified or general rule.  According to her circumstances and the definition on turbo tax she would be under simplified.  Is this the correct way to do this?  Would you recommend her just having the taxes taken out automatically by Opm?  thanks!

No, it is not correct to say that $0 is taxable just because the box is checked below saying the taxable amount it not determined.  More than likely the whole amount is taxable.

Yes, she would use the Simplified Method for her 1099-R.

Only if she owes taxes.  If this is her only income is from this pension she does not need to file a tax return because her income is less than the Standard Deduction of $13,500 for 2019.

you are not alone.  What is up with that, TT???

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@slpt031265 wrote:

you are not alone.  What is up with that, TT???

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What's up with what?   What problem are you having?

Same problem as others. It says the government is not ready for 1099R, should be ready by 1/20/2020. It is now March, I have updated my copy of Deluxe Turbo Tax. Surely Turbo Tax can correct this problem with entering 1099R by now. I have used TT for years and never had a problem like this.

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@KyGal wrote:

Same problem as others. It says the government is not ready for 1099R, should be ready by 1/20/2020. It is now March, I have updated my copy of Deluxe Turbo Tax. Surely Turbo Tax can correct this problem with entering 1099R by now. I have used TT for years and never had a problem like this.

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There is no problem filing 1099-R's.   If you are using the desktop software then you need to update or apply the manual update if using a Windows computer..

https://ttlc.intuit.com/community/updating/help/what-is-a-manual-update/01/26074

Turbo tax will not accept 1099R income data. Waiting for IRS update due 1/20/2020. Has update been made?

     Follow the instructions to enter form 1099-R

1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
3. Answer Yes on the Your 1099-R screen, then select Continue. ...
4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions

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@Redhawk905 wrote:

Turbo tax will not accept 1099R income data. Waiting for IRS update due 1/20/2020. Has update been made?

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What do you mean "won't  accept"?

I know of no problems with the 1099-R or any pending updates.

Are you using the online or desktop version?

Hello, 

I have a question about the need of upgrading to Turbo Tax Deluxe. I received a pension/ Florida State retirement money (3000 dollars) and my 1099 R form. Even though it was from Florida State I received it when I was a NC resident. I was asked some questions on my tax return, like the income allocations and included it in my NC window. I was charged some extra tax, as the estimated tax was not enough, and that was perfectly fine. At the end, when I wanted to move to another step, Turbo Tax prompted me to purchase a Turbo Tax Deluxe version, since I had the 1099 R form and apparently I was in need to have it to file these taxes properly. I got very confused, since firstly: tax was adjusted and deducted from my refund, secondly, all was checked and showed as correct. Since my FSR money was only 3000 dollars do I have to really purchase this Deluxe version, or do I fit in the below deductible amount bracket?

Thank you

You do not need to upgrade to enter 1099-R forms.   But you may have something else on your return that is causing the upgrade request.   What kind of tax form is the FL retirement income (3K) on, is it on a 1099-R as well? 

Why do I have to upgrade from Free Edition?

What is the IRS Free File Program delivered by TurboTax?

Yes, it is on 1099-R. Pretty straight forward. I already paid most of the income tax on it before distribution (Florida State requirement). As I said, the tax amount was adjusted while I was filing my return on Turbo Tax. Everything looked correct and then the message showed, in regard to the upgrade needed. That's why I was so confused

To be clear, the withholding on your 1099-R is not "tax that you have paid"; It is money that has been set aside to eventually apply to the tax due if and when you complete your return.

The actual tax owed from the income on the 1099-R may be more or less than the amount that was withheld.

As Dawn suggested, there may be something else that causing the request for the upgrade. Please look at this page showing tax forms supported in each (Online) product and see if something jumps out at you. 

Note that I can't be sure because I cannot see your tax data, but you may qualify for the IRS Free File program by TurboTax.

TurboTax does participate in the IRS Free File program. See this link for more information.

Note that this is at a different URL than the Free Edition product by TurboTax.

If you have already started your return in Free Edition and want to switch to IRS Free File by TurboTax, please see the link at the bottom of the screen above that reads (or click here) "How do I switch to IRS Free File Program delivered by TurboTax?"

Note that you may not qualify for the IRS Free File program. You can read about eligibility at the link at the top of this answer.

I can't get past the pick institution part

Here is the best method for entering your 1099R and get past the pick institution part.

1. Log into turbo tax 
2. Go to federal>income and expenses
3. Retirement plans and Social Security>show more 
4. Ira (401K), pension plan Withdrawals(1099R) Start
5. When it asks Let's import your tax info indicate that you wish to change how you enter the form.
6. Next question asks How do you want to add your 1099‑R? you can indicate that you will type it in yourself.
7. Then it asks Who gave you a 1099-R? Here you would mention it's from a financial institution.
8. Next screen will allow you to enter the 1099-R exactly the way it is listed on the form.

Not in search for “Jump to Link “ pop up, ( taxes 2020).

Yes, if you've received form 1099-R, you will need to enter it into your tax return regardless of whether any taxes were withheld.  Keep in mind, if you received the 1099-R, so did the IRS, and your tax return could be flagged for audit if it doesn't appear.

Here is a TurboTax article about form 1099-R.

To complete form 1099 R, follow these steps:

@bgx4731

1. Sign into your TurboTax account
2. Click on Search in the upper right corner next to the magnifying glass
3. Type 1099R
4. Click the Jump To link in the search results
5. Click Edit 

When I go to enter the payre for my 1099-R the annuity name doesn't populate and it says there is no such entity.  Both of my 1099-Rs are large companies...any suggestions?

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

Why can't I enter my 1099-r

Oh

Yes, you must report all your income.

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
3. Answer Yes on the Did you get a 1099-R? screen.
   • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
4. Select which option matches your form and Continue.
5. You can import your form directly from your financial institution by searching or selecting yours from one of the options on the screen. You'll be prompted to enter your financial institution account information, and TurboTax will directly import your forms.
   • If you prefer to type it in yourself, select Change how I enter my form and continue through.