To enter your 1099-R manually that you received from Fidelity:
- Sign into TurboTax.com
- Select Continue where I left off.
- On the left navigation panel, select Federal then Wages & Income.
- On the Your income screen, scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and Start/Review.
- Answer Yes on the screen, Did you get a 1099-R?
- If you land on the screen, Review or Here's your 1099-R info instead, select Add Another 1099-R
- Answer any questions until you get to the screen, Let's import your tax info. Scroll down to Change how I enter my form (lower right hand side of screen).
- On the How would you like to upload your 1099-R? screen, select Type it in myself (which is next to Continue)
- Continue answering the questions to enter or review the info from your 1099-R
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