topic Re: 1099R form will not allow me to efile without a tax ID number and address in Retirement tax questions

1099R form will not allow me to efile without a tax ID number and address

mhrockwell — Thu, 10 Apr 2025 05:01:16 GMT

I cannot efile my return without a payer tax ID for the Social Security on my 1099-R. All of your help and searching is not helping!! This seems to be an ongoing problem as you have customers reporting this same issue from 2021, etc. Thanks you Merrie H. Rockwell

Re: 1099R form will not allow me to efile without a tax ID number and address

KeshaH — Thu, 10 Apr 2025 13:09:54 GMT

Do you have a 1099-R for pension/IRA distributions or a SSA-1099 for social security benefits?

Re: 1099R form will not allow me to efile without a tax ID number and address

MythSaraLee — Thu, 10 Apr 2025 14:13:51 GMT

While you filing 1099R, which TurboTax-term are you using to fill your data?

Re: 1099R form will not allow me to efile without a tax ID number and address

AnnetteB6 — Thu, 10 Apr 2025 14:40:30 GMT

If you are trying to enter your Social Security benefits, then you will not need to enter an EIN or Federal ID number. You will only be asked to enter the information on your Form SSA-1099. Go to Wages and Income > Retirement Plans and Social Security and be sure to click Start or Update beside Social Security (SSA-1099, RRB-1099) to enter Social Security income.

If you are trying to enter information reported on Form 1099-R for a retirement plan distribution, then you will be asked to enter the EIN or Federal ID number.

@mhrockwell

Re: 1099R form will not allow me to efile without a tax ID number and address

MythSaraLee — Thu, 10 Apr 2025 22:47:52 GMT

While I filling 1099R, what do you mean by "retirement plan distribution"?

That is only several-hundreds dollars from gov into my checking account. Then which "distribution" do I choose? The App asked 401k, IRA etc. Can I choose "none"?

Thanks.

Re: 1099R form will not allow me to efile without a tax ID number and address

Vanessa A — Tue, 22 Apr 2025 16:52:39 GMT

What type of retirement did you get the payments from? If it was not from any of the options listed, then you can choose none if that is an option.

Re: 1099R form will not allow me to efile without a tax ID number and address

VolvoGirl — Tue, 22 Apr 2025 17:12:41 GMT

@MythSaraLee wrote:
While I filling 1099R, what do you mean by "retirement plan distribution"?
That is only several-hundreds dollars from gov into my checking account. Then which "distribution" do I choose? The App asked 401k, IRA etc. Can I choose "none"?
Thanks.

What do you get from the gov? Do you get Social Security or SS Disability or ssi or a SSA-1099 form?

For SS or a SSA-1099, If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099. Delete it and enter it here,

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal tab (Personal for Home&Business)

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

Re: 1099R form will not allow me to efile without a tax ID number and address

MythSaraLee — Thu, 24 Apr 2025 12:45:02 GMT

@VolvoGirl

I get both 1099R and SSA1099 from gov.

I could choose 'none' on the distributions.

Re: 1099R form will not allow me to efile without a tax ID number and address

Vanessa A — Thu, 24 Apr 2025 17:53:31 GMT

Did you enter your 1099-R and 1099-SSA? Is the distribution question in the federal section? If you are not sure if this is a pension, 401K distribution or 403b plan, you would need to contact your plan administrator to get that information.

With all the different types of questions you have, you may want to consider using TurboTax Live Assist. They can pop on your screen and see what you are seeing. This can be a great help if you have multiple questions as it allows for answers right away instead of in a thread. You can show them where you are in your return and then they can respond with an answer that is more direct and can help you untangle everything that is going on.

TurboTax Live Assist

Re: 1099R form will not allow me to efile without a tax ID number and address

MythSaraLee — Thu, 24 Apr 2025 18:14:00 GMT

@Vanessa A

Thanks for the info of Turbo live.