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Can 1099-R form information be inported to turbo tax premier

Level 10

Retirement tax questions

Yes, if the financial institution that provides the 1099-R participates in the TurboTax Partner program.

To import your 1099-R:

  • Continue your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click Tax Tools (lower left side of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-r.
  • In the results box, highlight 1099-r, then click GO.
  • Follow the onscreen instructions. 

Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.

Please see the FAQ below for more information.

How do I import my 1099?

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