topic Re: 1099 R in Get your taxes done using TurboTax

1099 R

hgoldie2006 — Mon, 23 Feb 2026 10:02:59 GMT

It keeps asking me to fill out information for a 1099 R and I have no ideal what that is or what its for. I have read up on it but I just am not getting it. Can someone please help.

thank you

Re: 1099 R

xmasbaby0 — Fri, 27 Jan 2023 04:35:28 GMT

You receive a 1099R if you took money out of a retirement account like an IRA, a 401k, 403b, etc. or if you received money from a pension plan.

Re: 1099 R

SteamTrain — Fri, 27 Jan 2023 13:49:59 GMT

....and if you received one and entered it on last year's tax return, then an empty 1099-R form may have transferred into this year's set of forms.

IF you didn't get a 1099-R this year, then you need to go to the Retirment income section, go in and delete that 1099-R. But if you DID take out, or receive $$ from any retirement account, IRA, pension, etc....they have until 31 Jan to send it out (plus mail delays).

I'm still waiting for one mailed 1099-R that cannot be obtained online as a PDF download.

Re: 1099 R

fanfare — Fri, 27 Jan 2023 12:49:14 GMT

if you didn't get that document skip that section.

CAUTION: not all 1099-Rs have been mailed out yet.

@hgoldie2006