DawnC
Expert Alumni

Retirement tax questions

You may have chosen the option to import it.  Follow these instructions and if you come to a screen asking to import (Let's get your 1099 info) scroll to the bottom and click on I'll type it in myself.  Then you won't be asked about tracking numbers.  

 

  • Open (continue) return if you don't already have it open.
  • Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  • Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.

 

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