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New Member
posted Apr 10, 2025 4:00:51 PM

where do I file a 1099R form

in texas

0 2 220
2 Replies
Expert Alumni
Apr 10, 2025 4:02:31 PM

You enter the 1099-R n the federal taxes section of TurboTax.  

Level 15
Apr 10, 2025 4:03:01 PM

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.