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2 replies

macuser_22
Alumni - Champ
Alumni - Champ
Feb 6, 2022 3:54 PM UTC

Then delete the W-2 and enter the 1099-R in the proper place.

 

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Employee Tax Expert
Feb 6, 2022 4:09 PM UTC

If you entered your Form 1099-R as a W-2, then you will need to delete that W-2 and re-enter Form 1099-R in the correct place in your return. 

 

W-2 income and Form 1099-R income are not the same.  Form 1099-R income requires you to answer a series of follow-up questions so that the proper amount can be treated as taxable income on your return.  

 

Use the following steps to delete the W-2 entry:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “W-2” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to W-2”
  • Click on the blue “Jump to W-2” link
  • Click the trash can icon next to the W-2 you previously entered

Champ macuser_22 gives you steps you can take to get to the Form 1099-R section, or use these steps to go to the correct place to enter your Form 1099-R:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-R”
  • Click on the blue “Jump to 1099-R” link

 

If you have already filed your return with the Form 1099-R reported in the wrong place, then you will need to amend it to make the correction.  

 

@user194317345

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