You'll get a 1099-R if you received $10 or more from a retirement plan. 1099-R forms are typically sent by January 31st. You're required to report a 1099-R on your tax return, even if the distribution is not taxable. You can add up to twenty 1099-Rs in TurboTax.

Here's how to enter your 1099-R:

1. Go to to Form 1099-R enter your pension, annuity, or other retirement plan distributions.
2. Answer Yes on the screen, Did you get a 1099-R?
3. If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
4. Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
5. If your financial institution is a TurboTax 1099 partner, you can import your form.
6. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
7. If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
8. Continue answering the questions to enter or review the info from your 1099-R

If you have an SSA-1099, follow these instructions to enter it into TurboTax.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-r/L6...