When you enter 1099 R's, there is a 1099R summary listed in your forms but it will not print with your return. To access this summary in Turbo Tax online, go to:
- Tax tools
- Tools
- Print Center
- Then it asks Let us know what you'd like to print or download. Indicate your 2023 return.
- Now select all include all Government and Turbo Tax Worksheets
- Once this is downloaded to your computer, scroll through the PDF until you find 1099R Summary. Then you can print that one page without printing the entire return.
If you have a desktop version of Turbo Tax.
- Open you return
- Go to the Forms mode in your return,
- Select 1099R Summary on the left pane of your screen. The 1099R will appear in the right pane.
- Select print at the bottom
If you use the online version of Turbo Tax and if your return was submitted, you will need to scroll to the bottom of the landing page. Select Add a State and this will allow you to access the Print Center to access the 1099R summary
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
