If you have begun to receive Social Security benefits you need to watch for your SSA1099 that will be mailed to you by Social Security in January. If you are receiving a pension, watch for a 1099R from the pension plan--or go to the plan's website to look for it. If you are getting any distributions from a retirement account like an IRA or 401k, you will need a 1099R from the financial institution that manages the account. You might be able to import it into tax software, depending on whether the financial institution is partnered with TT to allow importing data.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
NOT ON THE DROP DOWN LIST
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.
IMPORTING VARIOUS KINDS OF 1099’s
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
