AnnetteB6
Employee Tax Expert

Retirement tax questions

You may be able to import the Form 1099-R.  It will depend on whether the financial institution is an import partner with TurboTax.  If not, you should contact the pension administrator for a copy of the Form 1099-R.  

 

See the following TurboTax article for more information:  How do I import my 1099?

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