topic How can I file a 1099-R in Retirement tax questions

How can I file a 1099-R

richarddonato93 — Tue, 31 Mar 2020 18:34:41 GMT

What is a 1099-r

Re: How can I file a 1099-R

DoninGA — Tue, 31 Mar 2020 18:36:25 GMT

IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Re: How can I file a 1099-R

VolvoGirl — Tue, 31 Mar 2020 18:37:52 GMT

Did you get a 1099R? They are for pensions, 401K or IRA distributions or Rollovers or conversions. You should know why you got one or ask the plan. What code is in box 7?

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.