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taxyinhm
New Member

Two 1099-R forms received, one is 401K over-contribution principal amount, another is same principal plus small interest, How can I enter those 1099-R forms?

 
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3 Replies
DanaB
Expert Alumni

Two 1099-R forms received, one is 401K over-contribution principal amount, another is same principal plus small interest, How can I enter those 1099-R forms?

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taxyinhm
New Member

Two 1099-R forms received, one is 401K over-contribution principal amount, another is same principal plus small interest, How can I enter those 1099-R forms?

Turbo Tax, Deluxe CD
DanaB
Expert Alumni

Two 1099-R forms received, one is 401K over-contribution principal amount, another is same principal plus small interest, How can I enter those 1099-R forms?

Please follow the steps below to enter the 1099-Rs: 

  1. Click "Wages & Income" on the top
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  5. Click "I'll Type it Myself"
  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  7. Click "Continue" and enter the information from your 1099-R
  8. Continue until you reach the "Your 1099-R Entries" screen and click on "Add another 1099-R" to enter the 2nd form

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