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Level 1
January 27, 2022
Question

1099R

  • January 27, 2022
  • 2 replies
  • 4 views

Does the actual paper 1099R have to be uploaded?

2 replies

LenaH
Employee Tax Expert
Employee Tax Expert
January 27, 2022

No, you can decide to type it in yourself. 

 

Here's how to enter your 1099-R:

  1. Open (continue) your return if you don't already have it open
  2. Search for 1099-R and select the Jump to link in the search results
  3. Answer Yes on the Did you get a 1099-R? screen
    • If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
  4. Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms
    • If you prefer to type it in yourself, select Change how I enter my form and continue through
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DoninGA
Level 15
Level 15
January 27, 2022

No, you can type in the Form 1099-R manually.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Online editions -

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen Select your situation to know what to expect click on Skip this

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself