To enter your Form 1099-R in TurboTax,
- Go to Tax Home
- Select Income and click on the drop down arrow
- Select "IRA, 401(k), Pension Plan Withdrawals (1099-R)" and click on the pencil icon
- The next screen will ask you "Did you get a 1099-R in 2024?" Answer Yes
- The next few screens will guide you through either importing, uploading, or manually entering your Form 1099-R my form"
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