DanaB27
Expert Alumni

Retirement tax questions

If you are having trouble importing your Form 1099-R then you can enter the form manually:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. On the "Let's import your tax info" screen click "Change how I enter my form"
  5. On the "How do you want to enter your 1099‑R?" screen click "Type it in myself"

 

If you still need additional help then please see What is the TurboTax phone number?

 

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