Get your taxes done using TurboTax

Even if the 1099R is available to view online or even to print, it is often late January to mid-February before those documents have been formatted for importing into tax software.  So if you are in a hurry to enter them you can key it in by hand.....or just wait to see if you can import it in the next several weeks.

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**