wages and income

annelee67 · ‎March 3, 2020

I have a 1099-R since 2008 and this is the first time that wanting an estate or trust number has come up. What has changed.

DawnC · ‎March 3, 2020

Follow these instructions to ensure you are entering your 1099-R in the right spot.

Open (continue) return if you don't already have it open.
Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
Answer Yes on the Your 1099-R screen, then select Continue.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

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macuser_22 · ‎March 3, 2020

@annelee67 wrote:

I have a 1099-R since 2008 and this is the first time that wanting an estate or trust number has come up. What has changed.

Exactly where do you see that question being asked?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**