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Retirement tax questions
Please enter both 1099-R separately into TurboTax. Please follow these instructions on how to enter the 1099-Rs:
- Login to your TurboTax Account
- Click "Take Me To My Return"
- Click "Federal" from the left side of your screen
- Scroll down "Retirement Plans and Social Security" and click "Show more"
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue"
- From here TurboTax will walk you through entering your Form 1099-R
- Enter the first 1099-R and answer the questions until you get to the "Your 1099-R Entries" screen
- Click on "+Add Another 1099-R" and enter your second 1099-R
‎June 1, 2019
12:48 AM