maamaw212
New Member

No screen to enter 1099R income

 
jbeasley2
New Member

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


View solution in original post

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? 

KathrynG3
Expert Alumni

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.