topic Where do I enter two more 1099-R? in Retirement tax questions

Where do I enter two more 1099-R?

mbggmc818 — Thu, 06 Jun 2019 17:32:45 GMT

TurboTaxMichaelDC has got you covered, check out his resp...

JakailaLO — Thu, 06 Jun 2019 17:32:46 GMT

TurboTaxMichaelDC has got you covered, check out his response below:

Enter them all individually.

First, make sure they are not extra copies of the same 1099-R (Distribution). If you have more than one of the SAME 1099-R reflecting the SAME distribution, you will need to only enter one. Just use the steps below (except for the last step).

If you have multiple 1099-R's for Multiple distributions than just follow the steps below.

Go to Federal Taxes located on the left side menu.
Click on Wages and Income.
Click on Explore on My Own.
Scroll down to Retirement Plans and Social Security.
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the start or update button.
Once you have entered the first one and come to the 1099-R summary screen you can choose add another 1099-R.

Re: Where do I enter two more 1099-R?

Fran123478 — Thu, 04 Mar 2021 15:00:00 GMT

I enter one 1099-R lt will not let me enter the other 1099-R

Re: Where do I enter two more 1099-R?

Irene2805 — Thu, 04 Mar 2021 18:27:34 GMT

To enter additional 1099-Rs after entering one, please follow these steps:

Click on Federal > Wages & Income.
Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).
If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries. Click on the link Add Another 1099-R (below the table). [See screenshot below.]
On the next screen click I'll type it myself.
On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R.
On that same screen, for This Form 1099-R belongs to, select the appropriate person (if filing jointly) and click Continue

@Fran123478