In TurboTax Online, follow these steps to report IRS form 1099-R:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
- Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Did you get a 1099-R in 2025?, select Yes.
- At the screen Choose all the situations that apply to you, make selection and Continue.
- You will be given options:
- to connect with your financial accounts,
- to upload your form, or
- type it in myself.
See also this TurboTax Help.
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