You can enter an address such as IRS DOT (stands for Department of the Treasury), it's not an important entry for your interest to be included on your tax return. This will allow you to include the interest and proceed with completing your tax return.
Hello, I'm having trouble entering my RRB-1099-R and my 1099R. Turbo Tax is recognizing it as a distribution from both my retirement Pension. Please advise how I can handle this? Thanks
Hi - RRB-1099-R is Railroad Pension the 1099-R is my NY Life Pension. Turbo Tax has both allocated to Pension Plan Withdrawals, and has me as an early retiree. I retired at 60, which was the right retiree age. I am now 68. I don't know how to have my RRB-1099-R and 1099-R entered in the correct location as I don't see that choice. Am i missing something?
Did you download the two 1099-R forms, or did you type them in by hand? If you typed them in by hand, did you identify the RRB-1999-R as such and not as a 1099-R?
Try indicating that you will enter the 1099-R forms by hand and you should see the four choices: 1099-R, CAS-1099-R, CSF-1099-R, and RRB-1099-R.
When you go through the 1099-R interview, the questions for the Simplified Method will probably ask you if you retired at the normal plan year. I don't know if the interview for the RRB-1099-R will ask because TurboTax may already know the normal retirement age.
In any case, see if you can see the screen with the heading of "Tell us which 1099-R you have", because that's where your four choices are, and you might have to tell TurboTax that you are going to enter the form by hand to see it.