You report any and all 1099-Rs that you get. It doesn't matter whether tax was withheld or not, you report them all.
You may need to enter your 1099-R manually if importing it doesn't work.
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:
- Open (continue) return if you don't already have it open.
- Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
- 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, Review or Delete (click on “Trash Can” of the appropriate 1099-R).
- 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.
You will need to re-import or manually enter your deleted 1099-R.
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