You will enter the 1099R in TurboTax for the inherited retirement account.
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes
- Click on Wages and Income
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R),
click the start or update button
- After the 1099R is entered as you received it, you will then answer the questions that follow.
