If you were printing and mailing your tax return, you would need to include with the return any forms that had taxes withheld, such as a W-2 or a Form 1099-R. If you are e-filing your tax return, the tax data from the Form 1099-R is already included in the e-file being transmitted and there is no need to send in any tax forms that show taxes withheld. This assumes that you have entered the Form 1099-R into the TurboTax program.
To enter a form 1099-R
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the Start or Update button
