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imabscharftax
New Member

I have 2 1099-R forms that Turbo tax doesn't recognize. PERS California and STRS Nevada. What do I do now?

 
1 Best answer

Accepted Solutions
MichaelL1
Level 15

I have 2 1099-R forms that Turbo tax doesn't recognize. PERS California and STRS Nevada. What do I do now?

You will enter the information from each 1099R into the program.

It will only take a few minutes to enter the two 1099R's.

After the entry carefully answer the questions that follow and the questions will be about just the one you have just entered not the other one.

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    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


View solution in original post

1 Reply
MichaelL1
Level 15

I have 2 1099-R forms that Turbo tax doesn't recognize. PERS California and STRS Nevada. What do I do now?

You will enter the information from each 1099R into the program.

It will only take a few minutes to enter the two 1099R's.

After the entry carefully answer the questions that follow and the questions will be about just the one you have just entered not the other one.

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    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


View solution in original post

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