ColeenD3
Expert Alumni

Retirement tax questions

Enter your 1099-R by following these steps. Disregard the blue "You need to revisit... It is an older screenshot.

 

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Did you get a 1099-R? screen.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select which option matches your form and Continue.