Retirement tax questions
Once you have recieved your 1099-R from the issuer, you can enter it in TurboTax Online.
Here's how:
- Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
- Add a 1099-R
- Select "Change how I enter my form"
- On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
- Next it ask "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
- Now, you can input your 1099-R provider's info, and continue through the rest of the interview
