What is 1099-R?

Forum|Forum|4 years ago
April 12, 2022
2 replies
7 views

my retirement plan is Social Security

TurboTax Free Edition Online

VolvoGirl

Level 15

Social Security is on a SSA-1099 .

Try going to the search box and type in SSA-1099 or Social Security Benefits. That will give you a Jump To link to take you directly to it.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

JillS56

Level 10

Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation if you received a distribution of $10 or more from your retirement plan. Form 1099-R

Do you have an IRA or an Annuity? Form 1099-R is also used when you take a distribution from one of these types of accounts.