SamS1
Expert Alumni

Retirement tax questions

You have the option to enter your 1099R manually.  At the screens with the financial institutions click on "Change how I enter my form". On the next screen click "I'll type it myself".  There you can manually enter the amounts from your 1099R

 

Make sure and enter all information from the 1099R in the corresponding boxes in TurboTax.  The information will flow to the necessary tax forms to determine taxability.