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February 4, 2025
Question

Trouble entering 1099-R for pension. Turbo Tax software won't respond!

  • February 4, 2025
  • 2 replies
  • 0 views

In wages & income, under retirement pension, software will not allow me to upload information due to some

complication. Also says that it will be operational soon. I'm at a point this is all I have left to do to be finished

with my federal return. Please explain why, and estimate down time before I can complete my return. 

Thank You.

 

    2 replies

    VolvoGirl
    February 4, 2025

    That was fixed weeks ago.  Try updating your program.  Go up to Online - Check for updates. Updates usually come out on Thursdays.  But it just as fast and easier to manually enter the 1099R.

     

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

    DoninGA
    February 4, 2025

    Enter the Form 1099-R manually -

     

    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

     

    Online editions -

    On the screen Did you get a 1099-R in 2024? Click on Yes

    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

     

    Desktop editions -

    On the screen Let Us Enter Your 1099-R, click on I'll type it in myself

    On the screen Tell Us Which 1099-R You Have, select the type of form and Continue