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Get your taxes done using TurboTax
If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to Income > IRA, 401k, Pension Plan Withdrawals.
If you have other 1099-R's, you may need to choose 'Add Another 1099-R'.
After choosing, 'change how I enter my form' and then 'type it in myself' on the next page, you're asked 'who the 1099-R belongs to', and then 'who gave you a 1099-R', and then get an entry screen to manually enter the info.
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March 7, 2025
10:27 AM