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zdeth
New Member

Where do I enter the information from my 1099-R in TurboTax?

i would like to file my 1099-R tax return form through turbo tax. so far i have not found a way to do so. 

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Arunkumar
New Member

Where do I enter the information from my 1099-R in TurboTax?

To enter a form 1099-R:

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

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7 Replies
Arunkumar
New Member

Where do I enter the information from my 1099-R in TurboTax?

To enter a form 1099-R:

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
CarolineM
Employee Writer

Where do I enter the information from my 1099-R in TurboTax?

Another way to get there is to enter 1099-R in the search box and then click "Jump to 1099-R".

Where do I enter the information from my 1099-R in TurboTax?

I have already received my tax refunds and I just received my 1099-R forms can I still file them or can I wait until next yr

Where do I enter the information from my 1099-R in TurboTax?

@d_buse1952 - this is a 2 year old post.
2017 1099-R's can only be filed on a 2017 tax return.

Amended returns can only be mailed.  It is suggested that it be mailed certified with return receipt (or other tracking service) to verify that the IRS receives it.

See Internal Revenue Bulletin:  2011-40  <a rel="nofollow" target="_blank" href="https://www.irs.gov/irb/2011-40_IRB/ar10.html">https://www.irs.gov/irb/2011-40_IRB/ar10.html</a>
"Other than direct proof of actual delivery, proof of proper use of registered or certified mail, and proof of proper use of a duly designated PDS as provided for by paragraph (e)(2)(ii) of this section, are the exclusive means to establish prima facie evidence of delivery of a document to the agency, officer, or office with which the document is required to be filed. No other evidence of a postmark or of mailing will be prima facie evidence of delivery or raise a presumption that the document was delivered."

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed"...>

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3288565">https://ttlc.intuit.com/replies/3288565</a>

You can check the status of the amended return here, but allow 3 weeks after mailing.

<a rel="nofollow" target="_blank" href="https://www.irs.gov/filing/individuals/amended-returns-form-1040-x-/wheres-my-amended-return-1">http...>
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Where do I enter the information from my 1099-R in TurboTax?

Mine is for a LTC distribution which is not taxable.

IsabellaG
Expert Alumni

Where do I enter the information from my 1099-R in TurboTax?

If you've received a 1099-LTC for long term care insurance benefits, you would enter that in the TurboTax CD/Download version under Miscellaneous Income at the bottom of the Wages and Income screen. Click that, and choose Long Term Care Account Distributions.  Proceed with the screens and enter all your information. TurboTax will determine if any or all of the distribution is nontaxable.

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Where do I enter the information from my 1099-R in TurboTax?

@Rgamez7270   YIKES  Edit your post and remove that picture of your 1099R!  This is a public user forum and the whole world can see it.  It has your personal info on it and you will get scammed and have your identity stolen!  

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