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New Member
posted Apr 6, 2020 6:20:02 PM

Trying to enter 1099r for pension from ct teachers' retirement board. no user name or pw available. can't go any further

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3 Replies
Expert Alumni
Apr 6, 2020 6:59:12 PM

Are you saying that you cannot access the account where your 1099-R information is? If you you will need to contact the plan administrator to regain access. 

 

If you are just trying to import the 1099-R and the import is not working, you can still enter the form manually. Here's how:

  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 (type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

 

New Member
Dec 8, 2020 1:10:53 PM

I hit edit and the screen says that the IRS has not made this available yet...

Level 15
Dec 8, 2020 2:38:02 PM

@emk2009tpk

The IRS is drafting new 1099R forms.  Then the software has to be programmed for them, and the IRS has to test and approve of the software.  It is a complex process because of the all the CARES changes.  It could even be a couple of months.  Meanwhile if you are trying to plan, if you have desktop for 2019 use the what if feature--but it will not have that CARES stuff.

 

 

 

 

Click on the REVIEW tab to see what it is and when it is estimated to be ready (when operational) ... 

 

IRS Forms Availability Table for TurboTax Individual (Personal) Tax Products

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State Forms Availability Table for TurboTax Individual (Personal) Tax Products