You should enter your Form 1099-R exactly as it is into the TurboTax program and answer all followup prompts carefully. TurboTax will calculate everything properly for you if it was reported properly on your Form 1099-R.
If you think your Form 1099-R is incorrect, you should address that with the issuer.
Here's where to enter your 1099-R in TurboTax:
- Open or continue your return.
- In the Federal section, select Wages & Income.
- Scroll to locate Retirement Plans and Social Security.
- 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.
Click here for when to use a Form 1099-R.
Click here for where to enter your Form 1099-R
Click here for a list of Box 7 codes for Form 1099-R.
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