You'll
get a 1099-R if you received $10 or more from a retirement plan. 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.
- If you land on the Your 1099-R
Entries screen
instead, click or tap Add Another 1099-R.
- Select how you want to enter
your 1099-R (import or type it in yourself) and then follow the onscreen
instructions.
