where do I add a 1099 R?

Forum|Forum|5 months ago
March 1, 2026
2 replies
77 views

How do I increase the dollar amount that was withheld by Charles Schwab?

TurboTax Online

DoninGA

Level 15

If the form 1099-R that you received does not have the correct federal taxes withheld then you need to contact the Payer and get a corrected Form 1099-R.

AnnetteB6

Level 15

You should not change any amounts that were reported on your Form 1099-R from Charles Schwab. Enter it as you received it. Go to Wages and Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Start to enter your information.

However, if you made an estimated payment to help cover the amount that was automatically withheld and shown on your Form 1099-R, then you can enter that information in another section of your return. The following TurboTax help article will give you guidance to do this:

Where do I enter my estimated tax payments?

@greg-font

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