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rayberh32
New Member

I can't find where to input personal income from annuities I own

I am not able to find the place to report 1099 personal income into my tax return
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1 Best answer

Accepted Solutions
rjs
Level 15
Level 15

I can't find where to input personal income from annuities I own

You should have received a Form 1099-R for the annuities. Here's how to enter the Form 1099-R in TurboTax.

  • In TurboTax Self-Employed or Home & Business click Personal Income. (In other editions click the Federal Taxes tab.)
  • Click Wages & Income.
  • Click "I'll choose what I work on" or "Jump to a full list."
  • On the screen "Your 2016 Income Summary," scroll down to the section "Retirement Plans and Social Security."
  • Click the Start, Update, or Revisit button for "IRA, 401(k), Pension Plan Withdrawals (1099-R)."

Enter the information into TurboTax exactly as it appears on the 1099-R. If a box on the 1099-R is blank, leave it blank in TurboTax; don't enter zero. After you enter the 1099-R TurboTax will ask you a number of questions. Read the questions carefully and be sure to answer them accurately.

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2 Replies
rjs
Level 15
Level 15

I can't find where to input personal income from annuities I own

You should have received a Form 1099-R for the annuities. Here's how to enter the Form 1099-R in TurboTax.

  • In TurboTax Self-Employed or Home & Business click Personal Income. (In other editions click the Federal Taxes tab.)
  • Click Wages & Income.
  • Click "I'll choose what I work on" or "Jump to a full list."
  • On the screen "Your 2016 Income Summary," scroll down to the section "Retirement Plans and Social Security."
  • Click the Start, Update, or Revisit button for "IRA, 401(k), Pension Plan Withdrawals (1099-R)."

Enter the information into TurboTax exactly as it appears on the 1099-R. If a box on the 1099-R is blank, leave it blank in TurboTax; don't enter zero. After you enter the 1099-R TurboTax will ask you a number of questions. Read the questions carefully and be sure to answer them accurately.

I can't find where to input personal income from annuities I own

To enter a form 1099-R

·         Click on Federal Taxes (Personal using SE version)

·         Click on Wages and Income (Personal Income using SE version )

·         Click on I'll choose what I work on

·         Scroll down to Retirement Plans and Social Security

·         On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


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