JohnB5677
Expert Alumni

Deductions & credits

Yes, you can post all of this information in the Retirement income area.

 

This is how to post a 1099-R

  1. Login to your TurboTax Account 

  2. Click "Wages & Income" on the top

  3. Scroll down to  "IRA, 401(k), Pension Plan Withdrawals (1099-R)

  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"

  5. Click "I'll Type it Myself"

  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."

  7. Click "Continue"

  8. 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

 

 

 

@englewright

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