DanaB27
Expert Alumni

Retirement tax questions

Please see these pictures to find the "Search" button on the top right of the screen:

 

 

 

 

 

 

Another way to enter your 1099-R:

  1. Login to your TurboTax Account 
  2. Click "Federal" from the left side of your screen
  3. Scroll down to "Retirement Plans and Social Security" and click "Show more"
  4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. TurboTax will walk you through entering information

 

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