1099-R forms have been going out. You will receive your 1099-R from your Financial Institution. They have until the end of January to be sent out. You can also check your Financial website to see if you can print a copy of your 1099-R form out.
You'll get a 1099-R if you received $10 or more from a retirement plan. 1099-R forms are typically sent by January 31st. You're required to report a 1099-R on your tax return, even if the distribution is not taxable. You can add up to twenty 1099-Rs in TurboTax.
Here's how to enter your 1099-R:
- Go to to Form 1099-R enter your pension, annuity, or other retirement plan distributions.
- Answer Yes on the screen, Did you get a 1099-R?
- If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
- Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
- If your financial institution is a TurboTax 1099 partner, you can import your form.
- Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
- If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
- Continue answering the questions to enter or review the info from your 1099-R
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-r/L6...
