LinaJ2020
Expert Alumni

Get your taxes done using TurboTax

You would enter under Pension section in your TurboTax program.  Here are the steps:

 

In TurboTax online,

  • Sign into your account and select Pick up where you left off
  • At the right upper corner, type in 1099r, then Enter
  • Select Jump to 1099r
  • Next screen, Choose your bank or brokerage, select I'll type it in myself to continue
  • Follow prompts

The amount will shows on line 5 of your Form 1040.  If it's taxable, it will show on line 5b.  If it's not taxable, it will show on line 5a for reporting purposes. 

 

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