SabrinaD2
Expert Alumni

Retirement tax questions

When entering your 1099-R from the Defense Finance and Accounting Service (DFAS) into TurboTax for 2024, you'll need to follow these steps:

 

  1. Sign in to TurboTax
  2. TurboTax Online/Mobile: Go to 1099-R or go to magnifying glass at top right of screen and and Search for and select 1099-R.
  3. Enter the details from your 1099-R form. TurboTax will ask for information such as the payer's details, the gross distribution, and the taxable amount.
  4. Continue through the question and TurboTax will guide you.