To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2023? Click on Yes
On the next screen click on Continue
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
Thank you. I actually found this on the line above - which asked for social security (SSA-1099, RRB-1099). This an additional note for INTUIT. Railroad Retirement Income is in lieu of Social Security...and when inputting the RRB [railroad retirement ] income into the canned turbo tax form , it does read like you're filling in the form for social security income; INTUIT should update their software to read as if for RRB income. Thank you for your help !
@emmasmom100 wrote:
Thank you. I actually found this on the line above - which asked for social security (SSA-1099, RRB-1099). This an additional note for INTUIT. Railroad Retirement Income is in lieu of Social Security...and when inputting the RRB [railroad retirement ] income into the canned turbo tax form , it does read like you're filling in the form for social security income; INTUIT should update their software to read as if for RRB income. Thank you for your help !
There are two sections that have RRB entries. One is for entry of a SSA-1099 or a RRB-1099. The other section is for entering Retirement income from either a Form 1099-R, CSA-1099-R, CSF-1099-R and a RRB-1099-R.
Make sure that you have entered your RRB-1099-R in the correct section of the program.