topic I don't have a w-2 I have a 1099-r can I use the 1099-r info if it is asking for W-2 in Retirement tax questions

I don't have a w-2 I have a 1099-r can I use the 1099-r info if it is asking for W-2

jbedson — Mon, 09 Mar 2026 05:51:29 GMT

Can a 1099-r be used if it is asking for W-2?

Re: I don't have a w-2 I have a 1099-r can I use the 1099-r info if it is asking for W-2

xmasbaby0 — Thu, 17 Feb 2022 16:29:14 GMT

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: I don't have a w-2 I have a 1099-r can I use the 1099-r info if it is asking for W-2

VolvoGirl — Thu, 17 Feb 2022 16:32:35 GMT

Skip the W2 section. Say NO you don't have any W2s. Find the 1099R section here,

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
If you are filing a Joint return be sure to pick which person it is for.
Next screen is Who gave you a 1099R? Pick the right box.