Retirement tax questions
You can enter the information manually or upload a pdf. No, the lack of withholding for federal purposes doesn't mean that it's not taxable.
Here is how to do input the 1099-R manually in TurboTax Online:
- 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 asks "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
