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New Member
posted Jun 6, 2019 10:32:45 AM

Where do I enter two more 1099-R?

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1 Best answer
Intuit Alumni
Jun 6, 2019 10:32:46 AM

TurboTaxMichaelDC has got you covered, check out his response below:

 Enter them all individually. 

First, make sure they are not extra copies of the same 1099-R (Distribution). If you have more than one of the SAME 1099-R reflecting the SAME distribution, you will need to only enter one. Just use the steps below (except for the last step).

If you have multiple 1099-R's for Multiple distributions than just follow the steps below.

  1. Go to Federal Taxes located on the left side menu.
  2. Click on Wages and Income.
  3. Click on Explore on My Own.
  4. Scroll down to Retirement Plans and Social Security.
  5. On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the start or update button.
  6. Once you have entered the first one and come to the 1099-R summary screen you can choose add another 1099-R.

3 Replies
Intuit Alumni
Jun 6, 2019 10:32:46 AM

TurboTaxMichaelDC has got you covered, check out his response below:

 Enter them all individually. 

First, make sure they are not extra copies of the same 1099-R (Distribution). If you have more than one of the SAME 1099-R reflecting the SAME distribution, you will need to only enter one. Just use the steps below (except for the last step).

If you have multiple 1099-R's for Multiple distributions than just follow the steps below.

  1. Go to Federal Taxes located on the left side menu.
  2. Click on Wages and Income.
  3. Click on Explore on My Own.
  4. Scroll down to Retirement Plans and Social Security.
  5. On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the start or update button.
  6. Once you have entered the first one and come to the 1099-R summary screen you can choose add another 1099-R.

New Member
Mar 4, 2021 7:00:00 AM

I enter one 1099-R lt will not let me enter the other 1099-R

Expert Alumni
Mar 4, 2021 10:26:39 AM

To enter additional 1099-Rs after entering one, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the link Add Another 1099-R (below the table).  [See screenshot below.]
  4. On the next screen click I'll type it myself.
  5. On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R. 
  6. On that same screen, for This Form 1099-R belongs to, select the appropriate person (if filing jointly)  and click Continue

 

@Fran123478