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taxmixer
Level 3

Enter 1099-R in TurboTax Deluxe 2021 for Mac

Does anyone know how to enter FORM 1099-R into TurboTax Deluxe 2021 Desktop for Mac?  All the instructions at the website have to do with the online version of TurboTax.  I can't find any tips or explanations in the actual software on how to do this.  FYI, one 1099-R is for an IRA to IRA rollover.  The other 1099-R is for a pension to IRA rollover.  I don't believe I owe any tax.

4 Replies
VolvoGirl
Level 15

Enter 1099-R in TurboTax Deluxe 2021 for Mac

Should be about the same way as online.

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 Tab or Personal (Home & Business)

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

 

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

 

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

DoninGA
Level 15

Enter 1099-R in TurboTax Deluxe 2021 for Mac

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
taxmixer
Level 3

Enter 1099-R in TurboTax Deluxe 2021 for Mac

VolvoGirl -  Thanks, you made it very easy. You've helped me in the past also... so thanks again.

taxmixer
Level 3

Enter 1099-R in TurboTax Deluxe 2021 for Mac

Thanks DoninGA - that worked. Simpler than I thought.

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