You can use the steps here below to help you get to the screen to enter your 1099-R.
- Log into account and click Take me to my return
- Go to Search in top right corner and click there
- Type in 1099-r and hit enter
- Click on jump to 1099-r from results list
- This takes you to the Your 1099-R screen and you’ll answer Yes there and Continue
- On next screen, you'll be asked to either type it in yourself or search for your bank/brokerage to import it
Another way to get to this section:
- Log into account and click Take me to my return
- Click Federal to the left and Wage & Income at the top
- You may have to select See list of all income
- Scroll down to Retirement Plans and Social Security and click Show More
- Then choose Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
