All I want to do is enter the data from our form 1099-R?

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

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

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

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Yes, you can enter your 1099-R directly. Here's how to do that:

 

 

1. Open your return. 
2. Select Federal, then Wages & Income.
3. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
4. Answer Yes to Did you get a 1099-R in 2023?
5. Follow the screen instructions to enter the 1099-R form, or if you don't want to import the form, select Enter a different way at the bottom.
6. Select Type it in myself. 
7. Answer the rest of the questions in the section.