Retirement tax questions

Please enter the forms as shown on Form 1099-R. If this was a regular 401k distribution most fields will be blank. You will have most likely boxes 1 and 2a and box 7 filled out. TurboTax will ask follow-up questions to ensure correct tax treatment.

 Please follow these steps to get to the retirement section for Form 1099-R:

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R

Or use these steps:

1. Click "Wages & Income" (under Federal) on the left
2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 

If you like more information about each box then you can see the description of each box in the Instructions of Form 1099-R.