DanaB27
Expert Alumni

Retirement tax questions

   

 Did you try the steps below to enter your Form 1099-R? Also, if you use the TurboTax Download/CD version please remember to update the program.

  • Login to your TurboTax Account 
  • Click "Work on other tax breaks"
  • Click "Federal" from the left side of your screen
  • Click "Wages & Income" on the top
  • Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  • Click "I'll Type it Myself"
  • Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  • Click "Continue"
  • From here TurboTax will walk you through entering your Form 1099-R
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