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Level 1
March 1, 2022
Question

Can I enter my 1099-R. I don't see a 1099-R button option. How do I enter the paper electronically or manually?

  • March 1, 2022
  • 2 replies
  • 33 views
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2 replies

Level 15
March 1, 2022

You can manually enter the 1099-R form since you already have a hard copy, instead of downloading the information.

 

Here are the instructions to follow to add the 1099-R into TurboTax Online:

  • Open your return
  • Search for 1099-R in the upper right corner and select the Jump to link in the search results
  • Answer Yes on the Did you get a 1099-R? screen (If you land on the Review your 1099-R info screen instead Add Another 1099-R
  • Answer questions until you get to the import screen
  • Type it in yourself, select Change how I enter my form, and continue through 
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Level 15
March 1, 2022

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**