If your payer isn't listed as an import partner, you can still enter your 1099-R in TurboTax, it's just a little more effort.
Here's how to do it manually:
- Sign in to your TurboTax account.
- Select Wages & Income.
- Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
- Answer Yes to Did you get a 1099-R in 2023?
- On the screen Let's import your tax info, scroll to the bottom and select Change how I enter my form.
- The next screen will show you additional options for importing your 1099-R form. You can select one, or scroll to the bottom and select Type it in myself. Either way, follow the on-screen instructions to enter your form.
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