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Retirement tax questions
To enter your 1099-R into TurboTax, go here
- Federal Taxes (Personal if using TurboTax Self Employed or Home and Business)
- Wages & Income (Personal Income in Self Employed or Home and Business)
- You may need to click on Skip to see all income
- Scroll down to Retirement Plans and Social Security
- Click on Show More and then IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Start
You will then be in the interview and TurboTax will guide you on how to enter your form.
See below for more information about where to input your 1099-R
https://ttlc.intuit.com/replies/4194737
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Retirement tax questions
I have tried the above steps multiple times--both yesterday and today--and it will still not work. Does anyone have any other suggestions?
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Retirement tax questions
Sounds like you are not seeing the whole income list. Be sure to scroll to the end of the page and see what options are available to "add" income.
From the beginning at Tax Home, click on Pick up where you left off to get back into the program. Immediately go to the left navigation pane to see the expanded menu which should now include Federal.
Click on add more income or "I'll choose what I work on" to expand the list. All income includes eleven different categories of income. About mid-way on the list is Retirement Plans and Social Security.
If you would like to talk to someone while navigating to this section, please see this help article for contact options.