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rasmit77
New Member

Where do I enter 1099-R information?

Do I enter 1099-R information as a W-2 input?
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2 Replies

Where do I enter 1099-R information?

NO!  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 on the left side

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.

 

Where do I enter 1099-R information?

Never try to force a square pegs into round holes ... each form has it's own personalized entry screen that looks just like them.  Don't be in a rush wait until you get to that input screen unless you like getting IRS audit letters.  

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