topic Long Term disability payments. Company withheld taxes in Get your taxes done using TurboTax

Long Term disability payments. Company withheld taxes

lorilui — Thu, 06 Jun 2019 00:07:12 GMT

Where do I enter the federal and state taxes withheld? Your program did not take me to the fed and state taxes withheld.

What form is the disability reported to you on?

macuser_22 — Thu, 06 Jun 2019 00:07:13 GMT

What form is the disability reported to you on?

looks like a W-2 but does not title it a W-2 and it lists...

lorilui — Thu, 06 Jun 2019 00:07:15 GMT

looks like a W-2 but does not title it a W-2 and it lists the Insurance Company as the employer

Sounds like a 1099-R. Does it say 1099-R at the top?

macuser_22 — Thu, 06 Jun 2019 00:07:16 GMT

Sounds like a 1099-R. Does it say 1099-R at the top?

Enter a 1099-R here: Federal Taxes, Wages & Income I’ll...

macuser_22 — Thu, 06 Jun 2019 00:07:17 GMT

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]