HelenC12
Expert Alumni

Retirement tax questions

As of today, American General Life Services Company LLC has not signed up to be a TurboTax 1099/1098 import partner so we're not able to import from them.

 

To manually enter your 1099-R form, select Federal from the left menu and select Wages & Income at the top of the screen.

  1. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and select Start/Review.
  2. You will be able to edit an existing 1099-R or Add another 1099-R. 
  3. On the Let's import your tax info screen, enter your Plan administrator or select Change how I enter my form. 
  4. On the How do you want to add your 1099-R screen, select one of the options or you can Type it in myself.
  5. Continue with the onscreen interview until complete.

 

 

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