![]() ![]() If that is what is confusing you, then just verify that the numbers & values are correct, and ignore the box numbers.but only on that "verification" page. This article will help you understand what the distribution codes mean on your taxpayers Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, and determine which codes can be combined or must be entered separately. myPay: myPay is your fastest and most secure option to obtain a copy of your 1099R and to manage your retirement account every day. TurboTax Help Intuit SOLVED by TurboTax 1850 Updated JanuYou can securely import Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-R into TurboTax, provided your brokerage or financial institution is a participating TurboTax Import Partner. Click on any of the following links to learn more about your options on requesting a 1099-R. DO NOT attempt to reuse your own Online account or you will irreversibly destroy your own file, and encounter all kinds of problems trying to enter hers.Ģ) if you are simply re-using an OPM form that transferred in from last year's tax file.there is a state entry " verification" page that shows up with the OPM boxes 12,13,14.moved into boxes 14,15,16. Members can also request additional copies of their 1099-R tax statements in several different ways. IF chosen properly, that OPM form "will" have the proper box numbers (12,13,14) presented to you.or if it is just a plain 1099-R, then you need to make sure you select that one.ġ) IF you are using the "Online" tax software, make sure you have an entirely separate account for her entries IF your Mom has a CSA- or CSF-1099-R, you have to select that sub-type right near the start of the new form. Enter the info as a 1099-R and youll be asked in one of the follow-up questions if it was a Qualified Charitable Distribution. Then restart a NEW form 1099-R, and Make Sure you select the correct form sub-type when you start up the new form. It isn't working right for you, work your way out of that form and delete it. ![]()
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