1099-R option (for life insurance payout) missing from "Retirement Plans and Social Security".

[mgrivich]

https://ttlc.intuit.com/questions/3615033-where-would-i-enter-a-life-insurance-policy-that-was-cashe... gives instructions on how to deal with this, but the option for a 1099-R is missing. The only thing under "Retirement Plans and Social Security" is "Canadian Registered Pension Income". 

[Carl]

Wild guess here is that you are using the online version of TurboTax Canada.

[VolvoGirl]

Are you maybe on the Canada website?  Is there a Canada Maple leaf upmin the corner?

[mgrivich]

No maple leaf. I started at turbotax.com. All the other questions pertain to US tax law (W-2, 1099-INT, etc.)

[macuser_22]

The middle choice IRA, 401(k) Pension Plans (1099-R) - that is for ALL 1099-R's

[mgrivich]

@macuser_22 That option isn't there.

[VolvoGirl]

Is there a Show More down arrow over on the right?

[mgrivich]

@VolvoGirl Yes, and it's expanded. Here is an image: <a rel="nofollow" target="_blank" href="https://i.imgur.com/9qHTA6z.png">https://i.imgur.com/9qHTA6z.png</a>

[VolvoGirl]

Yep you've got a problem.  Log out and back in.  Try using a different browser.

[macuser_22]

You got me.  I have no idea how categories can be missing from the interview.

Try "Tax Tools -> Tools > Topic Search  and search for "1099-r" and see if it comes up.


I can only suggest calling customer support hand have them look at it.

Here is a TurboTax FAQ for contacting customer support.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number">https://ttlc.intuit.com...>

[mgrivich]

Searching for 1099-R in the search box worked . Sorry I didn't respond earlier. My account got temporarily suspended for possible ToS violation (because of the link, maybe?). Thanks.

[macuser_22 · Accepted solution]

Online it's the top choice.

Or use the "search topics" box for 1099-R.

[mgrivich]

Using search topics for 1099-R allowed me to enter the data. After that, "IRA, 401(k)..." started showing up on the main screen.

[VolvoGirl]

Your screen should look like this.  This one is for where to enter Social Security but shows it all