- Open your return, if not already open.
- At the top click on the Search tab.
- Enter the term 1099-R without quotes and then click the blue magnifying glass icon.
- Choose Jump to 1099-R.
When you get to the entry page, it may ask you to enter a bank/financial institution name or to click on a financial institution's logo. That is if you want to import it. If you don't want to import it, scroll down to the bottom right of that screen and choose "I'll type it in myself."
