topic Re: 1099R in Retirement tax questions

1099R

richard70 — Sun, 12 Jan 2020 06:02:10 GMT

It does not ask for info from box 1 through 3.

it says I a am a railroad employee and won't let me change.

I am not a rail road employee or retiree.

How can you figure my tax if you don't ask for income from box 1 of the 1099R?

Re: 1099R

SteamTrain — Sun, 12 Jan 2020 13:24:41 GMT

When you get to the table of 1099-R forms, delete that one and start a new one.

Then ...slowly.....step thru the pages that follow.....there is a page that shows several 1099-R form types....do NOT click on the RRB-1099-R (That's the railroad one...you may have accidentally clicked on that one the first time thru)) ...There are also CSA- and CSF-1099-R forms for several "civilian" Federal retirements. All else, including Military, are just the simple 1099-R form.

And if you get Social Security, the SSA-1099 is one place lower down in the main income menu

Re: 1099R

min77 — Mon, 10 Feb 2020 16:25:24 GMT

Turbo Tax has W2 income first. Do I fill that out from my 1099R form?

Re: 1099R

JohnB5677 — Mon, 10 Feb 2020 16:31:28 GMT

It will not make any difference if you do the W-2 or the 1099-R first. What is of most concern is that you can identify all of the information and post it.

Re: 1099R

SteamTrain — Mon, 10 Feb 2020 16:34:27 GMT

@min77

Absolutely NOT

A W-2 is not a 1099-R form. The 1099-R forms are handled on the Wages&Income page, down in the Retirement Plans and Social Security section. If you had no W-2 for 2019, then skip it and keep going thru the interview Q&A.

Make sure ALL your income is entered before you finish...if you don's see a Q about some income item, navigate back to the Income section and find the spot where it goes.

Re: 1099R

JohnB5677 — Mon, 10 Feb 2020 23:34:01 GMT

SteamTrain is right. I misread the question.