Coleen3
Intuit Alumni

Retirement tax questions

Once you answer the questions correctly, as below, the screen will pop up.
Here's how to enter your 1099-R in TurboTax:
1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.
Answer Yes on the Your 1099-R screen, then click or tap Continue.