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Level 2
April 25, 2021
Question

How to input 1099-r on my tax form

  • April 25, 2021
  • 1 reply
  • 1 view
I have input social security income but now have other pension to enter on my tax form and I can’t input manually.   Help

1 reply

Alumni - Champ
April 25, 2021

Go to Federal > Wages and Income > Retirement.

padimmickAuthor
Level 2
April 25, 2021

Still waiting for assistance .  I’m trying to input)  additional income(1099r)on tax form but keep getting directed to other areas.  I want to input my 1099r Manuel since I have it in my hands

 

VolvoGirl
Level 15
April 25, 2021

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

 

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.