turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Up loaded 1099r. turbo tax did not recognize taxes paid and automaticaly assumed 10 percent when i had 20 percent deducted. cannot find way to edit, big error,

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies

Up loaded 1099r. turbo tax did not recognize taxes paid and automaticaly assumed 10 percent when i had 20 percent deducted. cannot find way to edit, big error,

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

Up loaded 1099r. turbo tax did not recognize taxes paid and automaticaly assumed 10 percent when i had 20 percent deducted. cannot find way to edit, big error,

 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.

Up loaded 1099r. turbo tax did not recognize taxes paid and automaticaly assumed 10 percent when i had 20 percent deducted. cannot find way to edit, big error,

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.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Up loaded 1099r. turbo tax did not recognize taxes paid and automaticaly assumed 10 percent when i had 20 percent deducted. cannot find way to edit, big error,

Did you get a reply? I'm having the exact same problem

SamS1
Expert Alumni

Up loaded 1099r. turbo tax did not recognize taxes paid and automaticaly assumed 10 percent when i had 20 percent deducted. cannot find way to edit, big error,

Delete the uploaded 1099R and manually enter it.   After you have logged in and are in your return in TurboTax Online:

 

  • Go to Search at the top of the screen.
  • Enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • Delete the 1099R in question by clicking on the trash can next to the form
  • Then add a new 1099R and manually enter your 1099R.

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.

 

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question