JulieS
Expert Alumni

Retirement tax questions

No, there's not way to import the form without logging into the account, but you may be able to upload it.

 

Here's how to enter the form manually:

 

 

  1. Open your return.
  2. Select Wages & Income.
  3. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), select Start or Revisit to the right.
  4. Answer Yes to Did you get a 1099-R in 2023? or if there's already one there, select Add 1099-R.
  5. Select Change how I enter my form.
  6. Upload the form using one of the options, or select Type it in myself.
  7. Select the Form 1099-R tile, then Continue.
  8. Answer remaining screens according to your situation.

     
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