BillM223
Expert Alumni

Retirement tax questions

You get form 1099-R in the mail from your pension or IRA administrator.

 

To enter it into TurboTax, please do:

 

1. Do a Search (upper right) for 1099-r and click on the jump-to link. Just enter 1099-r and hit Enter and ignore all the suggested search terms. Mac users must find 1099-r in the Topic List.

 

2. Click that you want to add a 1099-R.

 

3. Either import it or type it manually.

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