Enter you 1099-R exactly as it appears.
Here's how to enter your 1099-R in TurboTax:
- Open (continue) return if you
don't already have it open.
- Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and
then click or tap the "Jump to" link in the search results.
- Answer Yes on the Your 1099-R screen, then click or tap Continue
OR
To enter pension and
annuity Payments (1099-R)
• Click
on Federal Taxes (Personal using Home and Business)
• Click
on Wages and Income (Personal Income using Home and Business)
• Click
on I'll choose what I work on (if shown)
• Scroll
down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R),
click the start or update button
