DaveF1006
Employee Tax Expert

Retirement tax questions

Yes assuming you have a 1099R hard copy to enter into your return.  To enter:

 

  1. Log into TurboTax
  2. Go to Wages and Income
  3. Go to IRA, 401(k), Pension Plan Withdrawals (1099-R).
  4. Answer yes to the question you received your 1099R.
  5. Navigate through the screens until you see you want to type this in yourself
  6. Next will be navigational screens to enter the information in your 1099R
  7. Continue through the screens entering information from the 1099R into your return. 

[Edited 01/12/24|1:31 pm PST] 

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