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Will you be able to import our 1099R info and Social Security pension directly to our tax return. We have not receive our 1099 R forms yet.
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Retirement tax questions
Regarding your 1099-R, YES, if your 1099-R is available through our partner
program, TurboTax can import that form. If it isn't available, you’ll have to manually enter your 1099-R information in
TurboTax. This can happen if your bank/brokerage is not a partner, or if
they did not make your form available for import this year. If you are unable to import, you will need to contact your plan administrator, bank, or broker and ask them to send you a copy.
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Retirement tax questions
To see which providers are partner program providers, in TurboTax Online, follow these steps.
- Down the left side of the screen, click on Federal.
- Across the top of the screen, click on Wages & Income.
- At the screen Your income, scroll down to IRA, 401(K), Pension plan withdrawals (1099-R).
- Click Edit/Add to the right.
- At the screen Let's import your tax info, enter your 1099-R provider to see whether the provider allows TurboTax download their information.
IRS form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.
[Edited 02/22/2021 7:53 AM PST]
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