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Get your taxes done using TurboTax
In TurboTax Online Deluxe, I was able to create a 2020 Federal tax return and input a 1099-R into IRA, 401(k), Pension Plan Withdrawals (1099-R).
I was able to follow these steps.
Down the left side of the screen, click on Federal.
Across the top of the screen, click on Wages & Income.
At the screen Your income, scroll down to IRA, 401(K), Pension plan withdrawals (1099-R).
Click Edit/Add to the right.
At the screen Did you receive any 1099-R forms?, click Yes.
At the screen Let’s import your tax info, click on I’ll type it in myself.
At the screen Tell us which 1099-R you have, click on the appropriate choice.
Are you able to follow these steps in your version of TurboTax?
See also this TurboTax Help.
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January 28, 2021
2:50 PM