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1099-R

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?

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2 Replies

1099-R

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

 

1099R WH.jpg

 

 

1099-R

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?

 

1099R Where.jpg

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