topic How do I enter more than one 1099R from 2 different companies in turbo tax. I downloaded my 401K info, but I also got retirement income from a previous employer. in Retirement tax questions

How do I enter more than one 1099R from 2 different companies in turbo tax. I downloaded my 401K info, but I also got retirement income from a previous employer.

ellis8359 — Sat, 01 Jun 2019 14:27:00 GMT

To add two 1099-Rs: Go to Federal Taxes > Wages & Income...

Tonita — Sat, 01 Jun 2019 14:27:01 GMT

To add two 1099-Rs:

Go to Federal Taxes > Wages & Income
Scroll down to the Retirement Plans and Social Security section
Click Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
On the Your 1099-R Entries screen, click + Add Another 1099-R.
On the next screen, click I'll type it in myself
On the Tell Us Which 1099-R You Have screen, select the type of form that you have and then select who the form belongs to.
Click Continue and then you will be able to enter your 1099-R information.

Re: How do I enter more than one 1099R from 2 different companies in turbo tax.

jumpstrt2 — Sat, 14 Mar 2020 18:45:17 GMT

I have 5 1099-R accounts, one with Morgan Stanley which I entered, and four with Valic. However, after entering the Morgan Stanley form there was no prompt to enter another and the program went to the next section on social security. Please advise.

Re: How do I enter more than one 1099R from 2 different companies in turbo tax. I downloaded my 4...

JohnB5677 — Sun, 15 Mar 2020 18:29:01 GMT

Go back to Retirement Plans & Social Security

Select IRA, 401(K), Pension Plans (1099-R)
You should see the Morgan Stanley that you previously entered
You can now Add Another 1099-R

Edited 03/15/2020