1099R form will not allow me to efile without a tax ID number and address

Forum|Forum|11 months ago
April 10, 2025
2 replies
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I cannot efile my return without a payer tax ID for the Social Security on my 1099-R. All of your help and searching is not helping!! This seems to be an ongoing problem as you have customers reporting this same issue from 2021, etc. Thanks you Merrie H. Rockwell

KeshaH

Do you have a 1099-R for pension/IRA distributions or a SSA-1099 for social security benefits?

MythSaraLee

While you filing 1099R, which TurboTax-term are you using to fill your data?

AnnetteB6

If you are trying to enter your Social Security benefits, then you will not need to enter an EIN or Federal ID number. You will only be asked to enter the information on your Form SSA-1099. Go to Wages and Income > Retirement Plans and Social Security and be sure to click Start or Update beside Social Security (SSA-1099, RRB-1099) to enter Social Security income.

If you are trying to enter information reported on Form 1099-R for a retirement plan distribution, then you will be asked to enter the EIN or Federal ID number.

@mhrockwell

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MythSaraLee

While I filling 1099R, what do you mean by "retirement plan distribution"?

That is only several-hundreds dollars from gov into my checking account. Then which "distribution" do I choose? The App asked 401k, IRA etc. Can I choose "none"?

Thanks.