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New Member
posted May 31, 2019 7:15:48 PM

The EIN # 04-3581074 on my w-2 for Az. state retirement services comes up on TURBOTAX as the state of IL. AT&T retirement services?? How can I correct this?

0 4 6425
4 Replies
Level 15
May 31, 2019 7:15:50 PM

You do NOT enter a Form 1099-R in the W-2 section of the program.  They are totally different forms and are entered on the tax return separately.

To enter 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

New Member
May 31, 2019 7:15:52 PM

my  w2 with this number comes up the  same for another company

New Member
Jan 24, 2020 1:42:16 PM

The total of  $751.66  on the 1099-R that is shown in the subject one I received that is the gross amount paid to me by the same EIN for payer State Street Retiree Servies For Towers Watson Pension Plan for only one month of each of the twelve months of 2019.  I have yet to receive the 1099 from that provider for the `12 months of 2019.  

Expert Alumni
Jan 24, 2020 3:35:41 PM

Please see if this answer from Don is any help:

 

Answer