MinhT1
Expert Alumni

Retirement tax questions

Enter your form 1099-R by following these steps:

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income on top of the screen
  3. Scroll down to All Income, locate the section Retirement Plans and Social Security and click on Show more
  4. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).

After entering your form 1099-R, click Continue until you reach the screen Tell us if any of these uncommon situations apply. Check the box I took out this money because of a qualified disaster (includes COVID-19) then click Continue

 

The IRS instructions related to disaster distributions weren't ready in time for TurboTax to include them at this time. Please revisit this area later.

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