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Level 1

Where do I enter 1099-R for an annuity distribution ?

 
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Level 1

Where do I enter 1099-R for an annuity distribution ?

The 1099 R will be entered in the Retirement Plans and Social Security section.

• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

This section will also include an annuity distribution.

Form 1099 R is used for all types of retirement accounts. The data entry is the same for distributions from pensions, IRAs, 401ks and annuity distributions.
7 Replies
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Level 1

Where do I enter 1099-R for an annuity distribution ?

The 1099 R will be entered in the Retirement Plans and Social Security section.

• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

This section will also include an annuity distribution.

Form 1099 R is used for all types of retirement accounts. The data entry is the same for distributions from pensions, IRAs, 401ks and annuity distributions.
Level 1

Where do I enter 1099-R for an annuity distribution ?

How about just answering one question at a time instead of combining some and making it worse than it is. All I want to know is about 1099-R military retired not 401K.
Level 1

Where do I enter 1099-R for an annuity distribution ?

All retirement income is reported to the taxpayer on form 1099 R. IRA, 401K, Pensions Plan Withdrawals are all listed because have to be entered in Turbo Tax in the same way.
Level 1

Where do I enter 1099-R for an annuity distribution ?

Where do I enter any 1099=R Annunities information for this tax year?
Level 1

Where do I enter 1099-R for an annuity distribution ?

I am waiting to the Pension people to e-mail a copy of the 1099Rs
Level 2

Where do I enter 1099-R for an annuity distribution ?

where do I enter a 1099 annuity distribution

Level 20

Where do I enter 1099-R for an annuity distribution ?

@gronker11 - Read the answer above.   All 1099-R's are entered in the same place.