To add another 1099-R in TurboTax CD/Download, please follow these
steps:
-
Sign in to TurboTax (if you're not
already signed in)
- Click on
the Take me to my return button
- Click on Federal Taxes tab
- Click on Wages and Income tab and (I'll choose what I work on)
- Scroll
down to Retirement Plans and Social Security section (Show More)
- Click on
the Start/Update button next
to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click
on Add Another 1099-R button and
follow the Interview questions. (See images below).
