You can click on I'll Type it in Myself. Enter the information as it appears on your form.
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
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.
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?
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!
Your state and zip code don't match. Correct that in the 1099-R entry and you should be able to file.
All is well. My state & zip do match. I've received my refund. Thanks
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.
Are you logged into your return? Where are you stuck? Did you already file a return?
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.
@wbswenberg_aol_com The tax ID number is a nine digit number that appears towards the top of your statement. It should have two numbers, then a dash, then seven numbers - so it looks like this - 22-2222222.
When Turbo Tax imported last year's 1099-R information about State Street Pension Services, it shows an error for US Address dropdown. What is the problem?
It does the same thing when I manually type the information in.
If you type in manually you should be able to enter the address as is on the form. I checked Desktop it is working fine and online edition it is working, it let me select US address or foreign address and enter the address as it appears on form. Trying signing out of TurboTax Online if used, CCC or clear your cache and cookies, restart your browser if using chrome or the likes, and then sign back into TurboTax online; see if that worked.
If you have desktop:
@rsimon92281
ach supervalu inc. 1099r for 2022 did not get sent to me 04-3581074 i think that this is (ein number )
You should ask them to provide you a copy of the Form 1099-R. That would be the easiest way to get your taxes done timely. Is their a website or portal that you can possibly get a copy of this Form from.
You can try to import the Form 1099-R with the information you have.
Here is how you import your 1099-R in TurboTax:
1. While in your Tax Home,
2. Select Search from the top right side of your screen,
3. Enter 1099-R,
4. Select Jump to 1099-R
5. Follow the On-Screen Prompts to complete this section. TurboTax will walk you through
the import of your 1099-R from here.
You can report this to the IRS as follows:
If your Form W-2, Wage and Tax Statement and/or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. aren't available to you by January 31, 2023, or if your information is incorrect on these forms, contact your employer/payer. If you still haven't received the missing or corrected form by the end of February, you may call the IRS at 800-829-1040 for assistance (see telephone assistance for hours of operation). When you call, please have the following information available:
The IRS will contact the employer/payer for you and request the missing or corrected form. The IRS will also send you a Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., along with a letter containing instructions for you.
If you don't receive the missing or corrected form in sufficient time to file your tax return, you may use Form 4852 to complete your return. Estimate your wages or the payments made to you and any taxes withheld and report them on Form 4852.
If you receive the missing or corrected Form W-2 or Form 1099-R after you file your return and the information differs from your estimates, you must file Form 1040-X, Amended U.S. Individual Income Tax Return. For additional information on filing an amended return, see Topic No. 308 and Should I File an Amended Return?
Where is my 1099-R from boeing. I have the one from fidelity for 2023 but not State Street.
TurboTax can't guarantee having 1099-Rs for download. If you can't download it, you can always type it in by hand, so you'll need to get a printed copy of the information on the 1099-R.
Can you contact State Street and have them send you a copy of the form by email or text? Or in the last case, log into State Street (if you can) and do screen shots of the 1099-R.
Do whatever it takes to be able to enter the data from the 1099-R by hand into TurboTax.