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dan59019
Returning Member

Error in TurboTax handling and identification of 1099-R

The  box numbers in TurboTax desktop for the 1099-R are not the same as the box numbers as are on the Federal 1099-R form - how can this be?

For Example box on my form box 2a is Taxable Amount - in the Turbo Tax application it is Box 2 - Federal income tax withheld -
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2 Replies

Error in TurboTax handling and identification of 1099-R

This question was already asked and answered in your prior post for the same subject here - https://ttlc.intuit.com/community/retirement/discussion/the-box-numbers-in-the-turbo-tax-desktop-app...

Error in TurboTax handling and identification of 1099-R

Sounds like you are entering it in the W2 section.

 

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 Plan Withdrawals (1099-R) – Click Start


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


Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

 

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