DanaB27
Expert Alumni

Retirement tax questions

If you can't find your 401(k) company then you can enter the Form 1099-R manually or upload a saved Form 1099-R file from your computer.

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R” 
  3. Click on “Jump to 1099-R”
  4. On the "Let's import your tax info" screen click "Change how I enter my form"
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