topic Where do I file 1099-r in Retirement tax questions

Where do I file 1099-r

Pepsimama19 — Mon, 25 Jan 2021 20:32:09 GMT

Re: Where do I file 1099-r

AnnetteB6 — Mon, 25 Jan 2021 20:47:27 GMT

Use the following steps to get started entering your Form 1099-R:

On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
This opens a box where you can type in “1099-R” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
The search results will give you an option to “Jump to 1099-R”
Click on the blue “Jump to 1099-R” link

After you have entered your information, be sure to answer all of the follow-up questions so that the correct taxable amount will be reported on your return.

Re: Where do I file 1099-r

Pepsimama19 — Mon, 25 Jan 2021 22:12:26 GMT

@AnnetteB6

There is no search bar. It just says my name, welcome to turbo tax then:

Personal info

Wages and income

Deductions and credits

Other tax situations

State taxes

Review

File

There is a question mark bubble in the upper right but it brings me to the virtual assistant.

Please advise, thank you

Re: Where do I file 1099-r

DanaB27 — Mon, 25 Jan 2021 22:10:40 GMT

Please see these pictures to find the "Search" button on the top right of the screen:

Another way to enter your 1099-R:

Login to your TurboTax Account
Click "Federal" from the left side of your screen
Scroll down to "Retirement Plans and Social Security" and click "Show more"
Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
TurboTax will walk you through entering information

Re: Where do I file 1099-r

Pepsimama19 — Mon, 25 Jan 2021 22:17:40 GMT

Yes thank you the second way worked. The left side showing federal doesn't show up but I did finally find it on that picture. Thank you

Re: Where do I file 1099-r

EEltdpersonal — Sun, 06 Mar 2022 18:06:17 GMT

I have a 1099 R from a teacher retirement system and I cannot figure out how to add this 1099 R. When I click to add it only asks for the bank or financial institution URL. It does not recognize either of these.

how do I enter this 1099 r?

Re: Where do I file 1099-r

DoninGA — Sun, 06 Mar 2022 18:09:36 GMT

@EEltdpersonal wrote:

I have a 1099 R from a teacher retirement system and I cannot figure out how to add this 1099 R. When I click to add it only asks for the bank or financial institution URL. It does not recognize either of these.

how do I enter this 1099 r?

If you are using the TurboTax online editions -

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

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Re: Where do I file 1099-r

johngate — Sun, 03 Apr 2022 05:08:38 GMT

Doesn't work but I was in Forms. Do I have to go to step-by-step just to add a 1099-R? I saw a lot in the instructions about Quick Zoom, but none of that worked right for me. Either.

Thanks you kindly for your reply.

John

Re: Where do I file 1099-r

ColeenD3 — Sun, 03 Apr 2022 11:02:39 GMT

Yes. You would go through the interview process to add all your information. The screens enable the program to calculate the results.

Re: Where do I file 1099-r

Pizzapie50 — Fri, 15 Apr 2022 13:27:41 GMT

I need help filing a 1099r form. Please and thank you.

Re: Where do I file 1099-r

DoninGA — Fri, 15 Apr 2022 13:34:05 GMT

@Pizzapie50 wrote:

I need help filing a 1099r form. Please and thank you.

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

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Re: Where do I file 1099-r

Lexingtonsimon1 — Sun, 29 Jan 2023 18:25:21 GMT

i just filed my federal taxes and need to file a 1099-R form

Re: Where do I file 1099-r

DoninGA — Sun, 29 Jan 2023 18:28:53 GMT

@Lexingtonsimon1 wrote:

i just filed my federal taxes and need to file a 1099-R form

If the IRS rejects your tax return you can add the Form 1099-R and e-file again. If the IRS Accepts your tax return you will have to amend the 2022 tax return to add the Form 1099-R.

Wait for the IRS to process your tax return and send the tax refund or have the taxes owed and paid processed before amending the tax return.

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US