RyanH2
New Member

Retirement tax questions

Please use the steps below to enter your 1099-R in the correct area.

To Enter Form 1099-R:

1. Select the Federal Taxes Tab

2. Select the Wages & Income Sub-Tab

3. Choose Explore On My Own

4. Scroll down the page which should now show a list of available areas to visit

5. Under the Retirement Plans and Social Security section you should now see the IRA, 401(k), Pension Withdrawals (1099-R) section. You will want to select the Start option to the right.

For more information on the form 1099-r, select the link below.

https://turbotax.intuit.com/tax-tools/tax-tips/IRS-Tax-Forms/When-to-Use-Tax-Form-1099-R--Distributi...





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