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TurboTax only enters in the program what was provided in the import of the form, nothing else.
To enter, edit or delete a form 1099-R -
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
I am using the Costco CD version of turbo tax, Premier, and I am NOT able to enter two 1099R in turbo tax.
Last year I was able to added the dollars amounts in 2019, but it will NOT let me enter one, or two 1099 R into my turbo Premier that I but at Costco. Did the IRS load the forms for Turbo-tax? I have called several times with Turbo tax and I am getting individuals that are NOT knowledgeable on how to access two 1099R in Turbo Tax Windows desktop version to enter the taxable amount or report to the IRS.
I need someone who or technical support who is familiar with this version of windows version of Turbo Tax Premier so I can complete my 2020 taxes.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]
Did you get a reply? I'm having the exact same problem
Delete the uploaded 1099R and manually enter it. After you have logged in and are in your return in TurboTax Online:
At the financial services screens, select "Change how I enter my form" then "Type it myself"
You will need the hard copy of your 1099R. Download the 1099R from your financial services provider or 3rd party plan administrator website. Manually enter into TurboTax the corresponding amounts from the boxes on the hard copy 1099R.
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