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Get your taxes done using TurboTax
No, you cannot upload a PDF of a 1099R
Some 1099R's etc can be imported from the financial institutions that issue them. However, they are typically not ready for import until later -- even into February.
To import a 1099R go to Federal>Wages and Income>Retirement Plans and Social Security>IRA,401k, Pension Plan Withdrawals (1099R)
When you are on the screen that says Let's Enter your1099R, choose import from my bank or brokerage You will be able to choose from a list of banks/brokerages, etc.
You will need to know the account and user ID that you normally use to go on the website for that intsitution
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎January 21, 2020
9:32 PM