DanaB
Expert Alumni

Retirement tax questions

If you have more than one 1099-R then you have to click on "add another a 1099-R" if you only have one 1099-R then this does not apply to you. Yes, if you use TurboTax Download/Desktop then the box will have a "Find", in TurboTax Online it's "search". Here are instructions how to get to the 1099-R section without the "find" box:
1. Click "Personal Income" on the top
2. Click "I'll choose what to work on"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
5. Click "I'll Type it Myself"
6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
7. Click "Continue" and enter the information from your 1099-R