LenaH
Employee Tax Expert

Retirement tax questions

Yes, you can upload a scanned 1099-R file into your TurboTax return.

 

To upload, please complete the following steps:

  1. Open your return. 
  2. Search 1099-R with the magnifying glass tool on top of the page.
  3. Click on the Jump to 1099-R link at the top of the results.
  4. Answer yes to the question Did you get a 1099-R in 2020?
  5. Click continue to the page Get ready to be impressed.
  6. If you want to import your tax information, you can enter your bank name in the search box. If not, click on Change how I enter my form.
  7. If you are not bringing it over from your bank, you can upload it from your computer or phone with a PDF, JPG, or PNG file. 
  8. Click continue
  9. You can upload your scanned file on the page Ok, let's get your 1099-R
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