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Deductions & credits
Yes, you can post all of this information in the Retirement income area.
This is how to post a 1099-R
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Login to your TurboTax Account
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Click "Wages & Income" on the top
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Scroll down to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
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Answer "Yes" to the question "Did You Have Any of These Types of Income?"
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Click "I'll Type it Myself"
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Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
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Click "Continue"
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From here TurboTax will walk you through entering your Form 1099-R
These questions will include charitable donation and RMD Information.
Once you complete the first one you can Add Another 1099-R
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‎January 30, 2022
1:30 PM