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It sounds like you may be looking at a Form W-2 instead of a 1099-R.
Please see the samples below. A Form W-2 would be entered under Income & Expenses under the area titled Job (W-2). The W-2 Form has the sections titled OMB and EIN listed on the form and is used to report wages earned while an employee.
A 1099-R Form only has the TIN number, and does not show the OMB of EIN numbers. This information would be entered in the Income & Expenses section of the program as well, but it would be listed under Retirement Plans & Social Security. A 1099-R form is used to report distributions from pension and retirement plans.
Please see the sample 1099-R form below.
My form in the middle reads
Statement of Annuity Paid OBM No. 1545-0119 Form 1099R
Office of personnel management retirement Operations
and has 13 boxes only
Thanks
Rafik Labib
The Payer's TIN number is underneath the Payer's Name box (Office of Personnel Management Retirement Operations). Are you saying that the form is empty with only a date in Box 13, or does it have information and amounts in other boxes? If it has other information in it, enter it using the instructions below. If not, comment back and let us know more details about your form; thanks! You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:
My 1099R has a OMB # but no Federal ID #. Are they the same, or can I use the OMB # on my tax return?
No. The OBM is a control number but not a federal ID number. You will need to obtain a TIN or you won't be able to file your return electronically. Sometimes you may find these online but if not, you may need to call the company who issued the 1099R.
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