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New Member
posted Mar 28, 2023 2:49:26 PM

Where in Turbo tax is Federal and Sate Tax Withheld to be reported?

Where in Turbo tax is Form 1099-R State and Federal Tax With held reported?

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3 Replies
Level 15
Mar 28, 2023 2:54:05 PM

When you enter the 1099R the withholding is in box 4 and 14.  Did you miss it?  Or did you import it?  Oh, the federal withholding shows up on 1040 line 25b.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

 

If you are filing a Joint return be sure to pick which person it is for.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

 

 

 

 

Level 15
Mar 28, 2023 2:55:32 PM

You enter the Form 1099-R as received.  If federal and/or state taxes are withheld on the Form 1099-R, the TurboTax program enters the taxes withheld as a tax payment on the Federal and State tax returns respectively. 

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Level 10
Mar 28, 2023 3:02:20 PM

Under Wages and Income, IRA, Pension, etc. (1099-R)., click Start/Update.