topic 1099-r doesn't populate in Get your taxes done using TurboTax

1099-r doesn't populate

thomasabowden — Mon, 17 Feb 2025 00:07:02 GMT

I have entered a 1099-R but it doesn't populate onto Form 1040.

Re: 1099-r doesn't populate

VolvoGirl — Mon, 17 Feb 2025 00:23:32 GMT

Why did you get a 1099R? What code is in box 7 ? It should be on 1040 line 4a or 5a and the taxable amount on the "b" line. If you did a rollover it might not be taxable.

Re: 1099-r doesn't populate

thomasabowden — Mon, 17 Feb 2025 01:31:08 GMT

Okay, I finally figured out why it wasn't populating -- it was in another section. But now I can get all of my tax withholding to populate -- it's a few hundred dollars short. I have things entered correctly on 1099-R, but it's a mystery what goes on behind the scenes to populate the total withholding tax lines. Help!! Thanks.

Re: 1099-r doesn't populate

VolvoGirl — Mon, 17 Feb 2025 01:33:45 GMT

So you originally entered the 1099R under another place? Did you delete it from there and enter it in the right place?

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

You enter the withholding in box 4 on the same screen. The withholding will be on 1040 line 25b.