Where do I put my 1099-R

[DanaB27]

Please follow the instructions below to enter your 1099-R:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”

or

1. Login to your TurboTax Account 
2. Click "Federal" from the left side of your screen
3. Click "Wages & Income" on the top
4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
5. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
6. Click "I'll Type it Myself"
7. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
8. Click "Continue"
9. From here TurboTax will walk you through entering your Form 1099-R

[lelaynah75]

what information do I put in questions 9a and 9b?

[PattiF]

Box 9a, percentage of total distribution. is generally used when a 1099-R is split between more than one person. This is unusual. If you are having an issue with 9a and 9b, follow these instructions from "MichaelDC".

Option 1. You should leave box 9a blank in TurboTax if that section is blank/missing on your 1099-R. Click in the box and hit the backspace/delete buttons several times (or hold them down) to make sure the box is really empty. 

Option 2. If you are unable to leave the space empty (if you receive an error message), then you will need to delete and manually re-enter the form. Here are the steps to do that: 

1. While logged into your tax return, use the search box to search for "1099-r" (without the quotation marks)
2. Click on "Jump to 1099-R" if it appears.
3. If you have already entered a 1099-R you will come to a summary screen. Click "delete" next to the 1099-R you wish to delete. Confirm that "yes," you want to delete.
4. You will be taken back to the 1099-R summary screen. Select "Add a 1099-R" and then "I'll type it in myself"
5. Enter the information and leave box 9a blank when you get to that part. 

Option 3. If none of the above works and the program still isn't accepting a blank, go ahead and enter "100" here, (if the 1099-R was not distributed among others also- since you received 100% of the distribution). This work-around should resolve the problem.