Since there are separate names and amounts, enter the information on two separate 1099-R entry forms.
To
enter your 1099-R in TurboTax, please follow these steps:
- Click on Federal > Wages
& Income.
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [See
Screenshot #1, below.]
- If you've already entered one (or
more) 1099-Rs, you will see a screen Your 1099-R Entries. Click
on the link Add Another 1099-R. [Screenshot #2]
- If you haven't yet entered a
1099-R, you will see the screen, Your 1099-R. Click Yes and
then Continue.
- You can either import your 1099-R
or click on the I'll type it in myself box. [Screenshot #3]
- IMPORTANT:
If you select to enter the information yourself, you will see a screen, Tell
Us Which 1099-R You Have. Be sure to mark the correct type. [Screenshot
#4]
- Continue through the screens,
answering the interview questions.
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