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New Member
posted Feb 16, 2025 4:07:02 PM

1099-r doesn't populate

I have entered a 1099-R but it doesn't populate onto Form 1040.

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1 Best answer
Level 15
Feb 16, 2025 4:23:32 PM

Why did you get a 1099R?  What code is in box 7 ?  It should be on 1040 line 4a or 5a  and the taxable amount on the  "b" line.   If you did a rollover it might not be taxable.  

3 Replies
Level 15
Feb 16, 2025 4:23:32 PM

Why did you get a 1099R?  What code is in box 7 ?  It should be on 1040 line 4a or 5a  and the taxable amount on the  "b" line.   If you did a rollover it might not be taxable.  

New Member
Feb 16, 2025 5:31:08 PM

Okay, I finally figured out why it wasn't populating -- it was in another section. But now I can get all of my tax withholding to populate -- it's a few hundred dollars short. I have things entered correctly on 1099-R, but it's a mystery what goes on behind the scenes to populate the total withholding tax lines. Help!! Thanks.

Level 15
Feb 16, 2025 5:33:45 PM

So you originally entered the 1099R under another place?  Did you delete it from there and enter it in the right place?

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

 

You enter the withholding in box  4 on the same screen.  The withholding will be on 1040 line 25b.