What now, My Form 1099-R is from State Street Retiree Services for Boeing Retirement Service Center. Your system can't find it... what now?

[AmyC]

You can click on I'll Type it in Myself. Enter the information as it appears on your form.

[akeia-randa]

Asking for #15 State, your drop down doesn't offer WA state, can't type in either. I've been wrestling with this forever... keeps recycling to this. Won't complete. HELP

[ReginaM]

The State of Washington is not on the drop down menu, because the State of Washington does not have a State Income Tax.  Please leave Box 15 blank.

[kdittschlag]

where is my 1099-R tax for my Boeing Pension

[AmyC]

If you have not received your 1099-R, you need to contact the issuer. If you need to enter the form, see Where do I enter my 1099-R?

@kdittschlag

[gudbillw]

Hi - my State Street Retiree Services address gives a Virginia zipcode but the state/payer no is California - so your system keeps rejecting it.  Help!

[AmyC]

Your state and zip code don't match. Correct that in the 1099-R entry and you should be able to file.

@gudbillw

[akeia-randa]

All is well. My state & zip do match. I've received my refund. Thanks

[yu1]

How do I post it ?

[VolvoGirl]

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.

[yu1]

how do I do it ?

[VolvoGirl]

Are you logged into your return?  Where are you stuck?  Did you already file a return?

[chasgeb]

Can you find it?

[AmyC]

No, we can't access your forms without your help. Your 1099-R should have been mailed to you. Here is a list of  participating TurboTax Import Partners. Since you can't import, you will need to type it in manually.

@chasgeb