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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.**
‎January 25, 2024
7:41 PM