LinaJ2020
Expert Alumni

Get your taxes done using TurboTax

To enter a Form 1099-R, here are the steps:

 

In TurboTax online,

  • Sign in to your TurboTax account and select Pick up where you left off
  • At the right upper corner, in the search box, type in "1099r" and Enter
  • Select Jump to 1099r
  • Follow prompts

You will only receive a Form 1099-R if you take a distribution from a retirement plan or IRA.  If you did not take any money out of your inherited IRA, you would not receive one. 

 

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