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Level 2
April 10, 2020
Question

Box 16

  • April 10, 2020
  • 1 reply
  • 11 views

TurboTax wants a number from Box 16 on W-2 form. I didn't get a W-2, but a 1099-R instead, and Box 16 is empty, so what do I do?

1 reply

sylvestagAuthor
Level 2
April 10, 2020

I know it isn't a product question, but it is a form question, so please answer it.

Level 15
April 10, 2020

Do not try to enter a 1099R in the area for W-2's.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
sylvestagAuthor
Level 2
April 10, 2020

You are mixing up a 1040SR for a senior tax return ( it's the same as a regular 1040 tax return)  with your 1099R form.  

 

Did you enter the 1099R in the right spot?  It doesn't go in the W2 area.  Does it show up on your 1040SR return on line 4?  Either on 4a or 4c.

 

Now on your 1099R does it have anything in boxes 15-17?  If not then leave them blank.

 


Let's start all over again.

I am retired. I did NOT get a W-2 from the university - I got a 1099-R. 

I make my way through TurboTax almost to the end to a point where it wants me to enter something from Box 16. My 1099-R has nothing in boxes 15 16, 17.

So Since I cannot put anything into that TurboTax query, TurboTax won't let me e-file my federal return, it says send it by mail, and thus TurboTax won't take me to completion.