Once you have signed
into your TurboTax Account (for TurboTax Online sign-in, click Here , then select "Take Me to My
Return"), type "1099-R" in the search bar then select
"jump to 1099-R".
Alternatively, to
enter your inherited 1099- R in TurboTax Online or Desktop; please follow these steps:
- Once
you are in your tax return, click on the “Federal Taxes” tab ("Personal"
tab in TurboTax Home & Business)
- Next click on “Wages and
Income”
("Personal Income" in TurboTax Home & Business)
- Next click on "jump to
full list" or “I’ll choose what I work on”
- Scroll down the screen until
to come to the section “Retirement Plans and Social Security”
- Choose "show more",
then IRA, 401(k),Pension Plans (1099-R) and follow the onscreen instructions
