You get a1099R if you are getting a pension, if you took a distribution from a 401K or IRA or if you rolled over a 401K to a IRA, or moved a IRA to another account or converted a IRA to a ROTH IRA, etc. And if you had a 401K Loan you didn't pay back.
The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.
Enter a 1099R under
Federal Taxes on the left side
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
If you are filing a Joint return be sure to pick which person it is for.
