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lynneelizgrando

Level 1

Question

1099-R

Forum|Forum|5 years ago
March 15, 2021
2 replies
23 views

The 1099R shows income in Box 1 & taxable Amt in Box2A - Tax withheld in Box 4 - Turbo Tax is asking for Tax Withheld in box 2 - there is no box 2 - have been doing this for as long as TurboTax has been in business & never had this problem - Is the program incorrect?

Level 15

Looks like you are trying to enter it in the W2 section. Delete it.

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 Plans (1099R) – Click Start

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

It's just as fast and easier to manually enter your W2 or 1099. 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

Level 15

I just logged in and made a new screen shot for where 1099R is in the Online version. Or are you using the Desktop program?