CesarJ
Employee Tax Expert

Get your taxes done using TurboTax

The form has been successfully released. 

 

Try the following steps to enter your 1099-R

 

  1. Go to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Add/Edit.
  2. Select Add a 1099-R.
  3. Choose Change how I enter my form.
  4. When asked "How would you like to upload your 1099-R?", select Type it in myself.
  5. For the question "Who gave you a 1099-R?", click Financial institution or other provider and then Continue.
  6. Input the information for the 1099-R provider and proceed through the remaining interview questions.

@user17708184657 

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