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April 6, 2025
Question

My husband has a 1099-R with a payer's name that is not "on the list" and is not recognized when I try to enter it. How else can I input the information?

  • April 6, 2025
  • 1 reply
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The 1099-R shows state tax withheld but not Federal income tax. Does that mean Federal tax is not required?

1 reply

April 6, 2025

You can enter the information manually or upload a pdf.  No, the lack of withholding for federal purposes doesn't mean that it's not taxable.

 

Here is how to do input the 1099-R manually in TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R
  • Select "Change how I enter my form"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info, and continue through the rest of the interview