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If you did receive wages from this employer and your Form W-2 is not reflecting the correct information, you should contact your employer for a corrected Form W-2. As IRS also receives a copy of your Form W-2, it is important for you to report accurate and corrected information on your Form 1040.
We are retired. All of our retirement income is reported to us on form !099-R. The W2 income section is not compatible. How do we start the form 1099R income?
All retirement income is reported on 1099-R. How do we access this form in TurboTax?
Enter a 1099R under
Federal Taxes Tab or Personal (Home & Business)
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.
If you are filing a Joint return be sure to pick which person it is for.
Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form
Then on the next screen pick I'll Type it in Myself
@loupollo wrote:
All retirement income is reported on 1099-R. How do we access this form in TurboTax?
To enter, edit or delete a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
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