JotikaT2
Employee Tax Expert

Get your taxes done using TurboTax

You can enter your 1099-R into TurboTax by following the steps below.  

  1. Select Federal Taxes
  2. Select Wages & Income
  3. Select I'll choose what I work on
  4. Select continue until you see Your 2020 Income Summary.
  5. Scroll down until you see the section titled Retirement Plans and Social Security
  6. Select update/start to the right of IRA, 401(k), Pension Plans (1099-R)
  7. Enter your information as listed on your 1099-R form.  Be sure to answer all of the questions as prompted. 

If you are still having issues, please comment so we can assist you.

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