TomK2023
Expert Alumni

Retirement tax questions

Yes, delete that 1099R, and reenter it manually.  

 

You'll have the option in TurboTax to import or upload your 1099-R or manually enter the information yourself.

 

Here's where to enter your 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.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

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