To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Online editions -
On the screen Did you get a 1099-R in 2024? Click on Yes
On the screen Let's import your tax info select or enter the bank or brokerage name and continue
Desktop editions -
On the screen Did you receive any 1099-R forms answer Yes and Continue
On the screen Let Us Enter Your 1099-R, select Import from my bank or brokerage
