Please see these pictures to find the "Search" button on the top right of the screen:
Another way to enter your 1099-R:
Use the following steps to get started entering your Form 1099-R:
After you have entered your information, be sure to answer all of the follow-up questions so that the correct taxable amount will be reported on your return.
There is no search bar. It just says my name, welcome to turbo tax then:
Personal info
Wages and income
Deductions and credits
Other tax situations
State taxes
Review
File
There is a question mark bubble in the upper right but it brings me to the virtual assistant.
Please advise, thank you
Please see these pictures to find the "Search" button on the top right of the screen:
Another way to enter your 1099-R:
Yes thank you the second way worked. The left side showing federal doesn't show up but I did finally find it on that picture. Thank you
I have a 1099 R from a teacher retirement system and I cannot figure out how to add this 1099 R. When I click to add it only asks for the bank or financial institution URL. It does not recognize either of these.
how do I enter this 1099 r?
@EEltdpersonal wrote:
I have a 1099 R from a teacher retirement system and I cannot figure out how to add this 1099 R. When I click to add it only asks for the bank or financial institution URL. It does not recognize either of these.
how do I enter this 1099 r?
If you are using the TurboTax online editions -
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2021? Click on Yes
On the next screen click on Continue
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
Doesn't work but I was in Forms. Do I have to go to step-by-step just to add a 1099-R? I saw a lot in the instructions about Quick Zoom, but none of that worked right for me. Either.
Thanks you kindly for your reply.
John
Yes. You would go through the interview process to add all your information. The screens enable the program to calculate the results.
I need help filing a 1099r form. Please and thank you.
@Pizzapie50 wrote:
I need help filing a 1099r form. Please and thank you.
To enter, edit or delete a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2021? Click on Yes
On the next screen click on Continue
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
i just filed my federal taxes and need to file a 1099-R form
@Lexingtonsimon1 wrote:
i just filed my federal taxes and need to file a 1099-R form
If the IRS rejects your tax return you can add the Form 1099-R and e-file again. If the IRS Accepts your tax return you will have to amend the 2022 tax return to add the Form 1099-R.
Wait for the IRS to process your tax return and send the tax refund or have the taxes owed and paid processed before amending the tax return.
See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US