General Question

john65pennington's avatar

For Income Tax purposes, is a W-2 Form the same as a 1099R?

Asked by john65pennington (29182points) January 30th, 2011

Are both these forms the same, except one is for a retired person and the other is for an active working individual? I am retired and my government only mailed me a 1099R. In using Turbo Tax, it only asks for W-2 information and not a 1099R. Question: is it okay to use the information supplied to me on the 1099R, as though it were a W-2 Form? I see no other place to include this in my tax filing for this year.

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4 Answers

bkcunningham's avatar

@john65pennington I found this from Turbotax. See if it helps:

How do I Enter Form 1099-R?
Here’s how to get to the 1099-R screens in the TurboTax Online:

Select the Tools button in the upper right-hand portion of the screen.
Select Topics & Forms.
When the window opens, type “1099-r” into the box, select the item that best describes the 1099-R that you received, and then select Go.
Follow the on-screen instructions to enter the information from your 1099-R.
Here’s how to get to the 1099-R screens in the TurboTax Desktop:

Enter your cursor into the search box in the upper right-hand portion of the screen.
Type “1099-r” into the box, select the item that best describes the 1099-R that you received, and then select Go.
Follow the on-screen instructions to enter the information from your 1099-R.

http://turbotax.intuit.com/support/iq/Wages-and-Salaries/Information-about-Form-1099-R/GEN12270.html

WasCy's avatar

If you followed the ‘wizard’ that Turbo Tax includes, then it asks for the sources of your income, and it would have prompted you to include the 1099R income.

lillycoyote's avatar

What tax form are you trying to use? I don’t use Turbo tax, but you have to enter the info from you 1099r under pensions, annuities, etc. not where it asks for info from your W2s.

john65pennington's avatar

Thanks everyone. Apparently I did not go far enough into Turbo Tax to catch this portion.

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