In TurboTax, you can enter your
form 1099-R by following these steps:
- In
TurboTax, open your tax return
- Click
on Federal in
the left-hand column, then on Wages &
Income on top of the screen
- Scroll
down to All Income, locate
the section Retirement Plans and Social Security and
click on Show more
- Click Start next to IRAs, 401(k),
Pension Plan Withdrawals (1099-R) (see attached screenshot)
- Follow the TurboTax interview to enter your form(s) 1099-R.
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