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mtneer94
New Member

Where do I enter pick-up contributions for a 1099-R?

 
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1 Reply
JohnW152
Expert Alumni

Where do I enter pick-up contributions for a 1099-R?

Assuming that you're referring to the Maryland Pickup Contribution Subtraction, the first thing to do is make sure you've noted the pickup contribution when entering your Form 1099-R information in the federal portion of TurboTax.

 

To review this in TurboTax Online:

  1. Select Tax Home in the left pane
  2. On the Hi, let's keep working on your taxes! screen, select the dropdown to the right of Income & Expenses
  3. Select StartPick up where you left off or Review/Edit, as appropriate
  4. Scroll down and select the dropdown to the right of Retirement Plans and Social Security
  5. Select  Edit/Add to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. On the  Here's your 1099-R info page, select Edit next to the relevant distribution
  7. If you have a pickup contribution in Box 19 of Form 1099-R then, on the Enter your 1099-R details from Maryland Pension screen, select the box next to My form has info in boxes 17-19
  8. Enter your relevant information in the Box 17 - 19 fields, then select Continue.  The pickup contribution you indicated in box 19 of Form 1099-R will generate the subtraction on your Maryland return.
  9. Proceed through the screens until you get to the Where is your distribution from? page.  Select the bullet next to Pickup contribution, if appropriate
  10. Continue through the rest of the screens related to your 1099-R

Then, to check your subtraction in the Maryland section in TurboTax Online: 

  1. Select Tax Home in the left pane
  2. On the  Hi, let's keep working on your taxes! screen, select the dropdown on the right side of the State Taxes box, then select StartContinue, or Review/Edit
  3. If the  You've already got a head start on state taxes screen appears, select Let's get started.  Otherwise, in the left pane, select Prepare State
  4. Proceed through the screens until you come to the Status of your state returns screen
  5. Select  StartContinue or Edit to the right of Maryland.  If no state is shown, select + Add another state
  6. Proceed through the state screens until you get to the Here's the income that Maryland handles differently screen
  7. Near the top, you should see your Pickup Contribution Subtraction amount
  8. Select  Start to the right of Pickup Contribution Subtraction, and enter any necessary information on the following screens.  You may not need to enter any additional information

If you're referring to something else, feel free to post back.

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