CesarJ
Employee Tax Expert

Retirement tax questions

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

1. Go to the Wages & Income section.
2. Scroll down to Retirement Plans and Social Security.
3. Click Start or Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
4. Choose to import or enter your 1099-R manually.
5. If typing manually, enter all details exactly as they appear on your form.

TurboTax will guide you through entering distribution codes and amounts. Make sure to answer all questions related to your 1099-R for accurate reporting.

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