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finzo85
Level 1
June 3, 2019
Solved

How do I add my 1099R for Military retirement? There seems to be no way to add it?

  • June 3, 2019
  • 1 reply
  • 24 views
No text available
Best answer by DanaB27

Please follow these instructions to enter your Form 1099-R :

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to "Retirement Plans and Social Security" and click on "Show more"
  5. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue"
  10. From here TurboTax will walk you through entering your Form 1099-R

1 reply

Employee Tax Expert
DanaB27Employee Tax ExpertAnswer
Employee Tax Expert
June 3, 2019

Please follow these instructions to enter your Form 1099-R :

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to "Retirement Plans and Social Security" and click on "Show more"
  5. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue"
  10. From here TurboTax will walk you through entering your Form 1099-R
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