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Get your taxes done using TurboTax
TurboTax does not import all forms, only the firms that they have partnered with for importing. Most people do not have access to Forms mode since most use TurboTax Online and cannot enter the information into the forms.
Here are the instructions to follow to add the 1099-R into TurboTax Online:
- Open your return
- Search for 1099-R in the upper right corner and select the Jump to link in the search results
- Answer Yes on the Did you get a 1099-R? screen (If you land on the Review your 1099-R info screen instead Add Another 1099-R
- Answer questions until you get to the import screen
- Type it in yourself, select Change how I enter my form,
- Then you can type the information into your tax return
For the 1099-INT:
- Open your return
- Search for 1099-INT in the upper right corner and select the Jump to link in the search results
- Answer Yes on the Did you get a 1099-INT? screen (If you land on the Review your 1099-INT info screen instead Add Another 1099-INT
- Answer questions until you get to the import screen
- Type it in yourself, select Change how I enter my form, and continue through
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‎February 15, 2023
5:51 PM