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wiltazz
New Member

where do I enter a 1099-R for my Calif retirement $$. It should be in the income, but I don't know how to get there

 
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2 Replies

where do I enter a 1099-R for my Calif retirement $$. It should be in the income, but I don't know how to get there

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

 

For state boxes,  if box 16 is empty or zero then for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

MindyB
Expert Alumni

where do I enter a 1099-R for my Calif retirement $$. It should be in the income, but I don't know how to get there

Here is how to do this in TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R
  • Select "Change how I enter my form"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it ask "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info, and continue through the rest of the interview

 

 

 

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