turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

dan59019
Returning Member

The box numbers in the turbo tax desktop application are not the same as on my 1099-R - Why?

For Example box on my form box 2a is Taxable Amount - in the Turbo Tax application it is Box 2 - Federal income tax withheld -
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

The box numbers in the turbo tax desktop application are not the same as on my 1099-R - Why?

Are you sure you are in the right place?

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

The box numbers in the turbo tax desktop application are not the same as on my 1099-R - Why?

You are trying to enter a Form 1099-R in the section for a W-2.  Delete the W-2 you started and enter the Form 1099-R in the correct section.

 

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

MichaelG81
Expert Alumni

The box numbers in the turbo tax desktop application are not the same as on my 1099-R - Why?

Seems to be working fine, this is a 1099-R you received correct? If you clarify which form you are putting in, and if it is in the correct place for income? 1099-R's are usually retirement distributions like 401(k), annuities, pensions, among others. The program seems to work both online and in the software, see below.

 

 

 

 

@dan59019

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

The box numbers in the turbo tax desktop application are not the same as on my 1099-R - Why?

Here's my Desktop Home & Business program.  Scroll down to Retirement Plans

 

 1099R Where.jpg

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question