The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.
Then answer Yes, and click Continue and follow the on-screen instructions to either import or type in your 1099-R form.
Alternate Instructions:
- Click My Account (Top right of your screen).
- Select Tools.
- In the pop up window, select Topic Search.
- In the search bar, type in 1099r.
- Highlight it and select GO, and follow the prompts
If you've already previously entered this form, you'll come to the
Your 1099-R Entries screen. Here, you can either edit an existing 1099-R entry, or click
Add Another 1099-R to add another one.
