You will enter the 1099-R that you received in Retirement Income of the Wages & Income Section. Follow the steps below to enter your 1099-R:
- Open or continue your return
- In the Federal section, select Wages & Income
- Scroll to locate Retirement Plans and Social Security, and select Show more
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
TurboTax will ask you a series of questions when you enter your 1099-R. For more information, please refer to the TurboTax Help article Where do I enter my 1099-R?
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