RachelW33
Expert Alumni

Retirement tax questions

Yes, you need to enter the 1099-R on your taxes.

 

To enter your 1099-R, please follow these steps in TurboTax Online: 

 

  1. Sign in to TurboTax and choose continue or Pick up where you left off
  2. On the left side bar, choose Federal and then Wages & Income
  3. Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security
  4. Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Answer YES on the screen Did you get a 1099-R in 2024?
  6. On the Let's import your tax info screen, Choose the box Change how I enter my form
  7. On the How would you like to upload your 1099-R? screen, choose the Type it in myself box
  8. Choose the 1099-R box associated with your form. (Most will be the 1st box) and click Continue
  9. From here you can enter the information from your Form 1099-R
  10. Walk through all of the follow-up questions until complete
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"