DanaB
Expert Alumni

Retirement tax questions

Please enter both 1099-R separately into TurboTax. Please follow these instructions on how to enter the 1099-Rs: 

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down "Retirement Plans and Social Security" and click "Show more"
  5. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue"
  10. From here TurboTax will walk you through entering your Form 1099-R
  11. Enter the first 1099-R and answer the questions until you get to the "Your 1099-R Entries" screen
  12. Click on "+Add Another 1099-R" and enter your second 1099-R

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