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New Member
posted Jun 6, 2019 12:44:02 AM

How do I find the 1099-R tab on 2018 Turbotax Business? All the answers that you offer are for Turbotax and NOT for Turbotax BUSINESS.

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1 Best answer
Level 15
Jun 6, 2019 12:44:06 AM

Try the following:

1) Click the Federal Taxes tab and then click "Income".

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms mode (upper right side of screen). 

6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.

7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).

9 Replies
Level 15
Jun 6, 2019 12:44:04 AM
Level 15
Jun 6, 2019 12:44:06 AM

Try the following:

1) Click the Federal Taxes tab and then click "Income".

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms mode (upper right side of screen). 

6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.

7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).

Expert Alumni
Jun 6, 2019 12:44:09 AM

Please follow these instructions:

  1. Open your return
  2. Click on the "Personal" tab on the top
  3. Click "Personal Income" on the top
  4. Click "I'll choose what to work on"
  5. Scroll down to "Retirement Plans and Social Security" and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. TurboTax will walk you through entering your form 1099-R

[Edit 3/11/2019 8:42]

New Member
Jun 6, 2019 12:44:09 AM

Wrong program again!  Turbotax Business for a trust tax return is what I am asking about.

Expert Alumni
Jun 6, 2019 12:44:11 AM

Sorry my bad thought you meant Home and business.

Level 15
Jun 6, 2019 12:44:13 AM

@TurboTaxDanaB The poster is asking from and about TurboTax "Business" , not Home & Business.  Not the same.

Level 15
Jun 6, 2019 12:44:14 AM

@TurboTaxDanaB  Huh?  He said the Business program and the product on his post shows Business.  Not Home & Business.

Expert Alumni
Jun 6, 2019 12:44:16 AM

Sorry my bad, thank you for correcting my error @macuser_22 @VolvoGirl

Level 15
Jun 6, 2019 12:44:18 AM

I don't have "Business" but there is no specific  1099-R interview - it is entered as income.