To enter your 1099-R in TurboTax, please complete the following steps below:
-
Sign in to
TurboTax (if you're not already signed in)
- Click on
the Take me to my Return button
- Click
on Federal Taxes tab
- Click
on Wages and Income tab
- Scroll
down to Retirement Plans and Social Security
- Click on
the Start or Update button
(1099-R) and follow the Interview questions.
