HelenC12
Expert Alumni

Get your taxes done using TurboTax

2020 import 1099-R.pngYou may be able to import your 1099-R form. See step number 4. 

 

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

[Edited 2-2-2021|8:41 am Added screenshot]

 

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