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Get your taxes done using TurboTax
I did see on a Community post where you can switch to Forms view and manually fill in the 1099-R sections, with the caveat that you will have to verify them using the regular software steps, once the upgrade is released. Kind of kludgy, but I was able to at least get a decent approximation of my tax liability today, rather than next week. I would not file my taxes using the 1099R Forms approach only. I am using Turbo Tax Deluxe. FWIW.
‎January 16, 2026
8:03 AM