MinhT
Expert Alumni

Retirement tax questions

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 and Social Security and click on Show more
  • Click Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
  • Follow the interview to enter your form 1099-R.

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