LinaJ2020
Expert Alumni

Retirement tax questions

Are you saying you did not see the Form 1099-R on your Summary screen?  As long as you enter the Form 1099-R correctly, the numbers will be carried over to your Form 1040.  

 

To enter a Form 1099-R in TurboTax online, here are the steps:

  • Sign in to your account and select Pick up where you left off
  • From the upper right menu, select Search and type in 1099r and Enter
  • Select the Jump to 1099r
  • Follow prompts

You'll receive a 1099-R if you received $10 or more from a retirement plan.  After entering the information in the program, the amount will show on either line 4 or 5 on your Form 1040 depends on if your distribution is an IRA related.  

 

 

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