briggsr
Returning Member

Retirement tax questions

So, go into Forms, should be on the top blue bar on the right side.  It would be up to the top of the screen to the right of your estimated Federal & State Refund, thus far.  Once you are in forms, on the left right below the blue bar you will see Open Form and Errors.  It is below the blue bar where it says Turbo Tax and the version. My version says Turbo Tax Home & Business and right below that on the left hand side of the screen you can see open form and you can see errors. Press Open Form.  Type in the search Box 1099-R

You will get multiple options.  Press on the line that says Form 1099-R Pensions/IRA Distributions.

You can double click on it or you can highlight it and press open form.  If you double click it it will come to an Add Form Page. You will name it here, such as Whom you got the form from, Ameriprise, State Farm, etc.  Doesn't really matter what you name it.   That's just for your reference.  Then press add form.