SharonD007
Expert Alumni

Retirement tax questions

Follow the steps below to enter a 1099-R in TurboTax:

 

  1. Open or continue your return
  2. In the Federal section, select Wages & Income
  3. Scroll to locate Retirement Plans and Social Security, and select Show more
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
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