JosephF8
Expert Alumni

Retirement tax questions

The retirement section is ready. Are you having a specific issue with it?

 

Where do I enter my 1099-R?

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. To Enter a 1099-R in TurboTax
  2. Open (continue) return if you don't already have it open.
  3. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  4. Answer Yes on the Your 1099-R screen, then select Continue.

 

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