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Retirement tax questions
Be sure you are in the correct interview. To enter a 1099-R, please follow these instructions:
- Open (continue) your return in TurboTax.
- In the TurboTax search box, type "1099-R" and press the Enter key, then choose the "Jump to 1099-R" link.
- On the Your 1099-R screen, choose Yes next to "Did you have any of these types of income in 2017?" and select Continue.
- Choose the radio button next to "I'll type it in myself" and select Continue
- Follow the prompts to enter your 1099-R form and finish the interview, paying careful attention to the rollover questions if you made an indirect rollover.
‎June 6, 2019
7:18 AM