You'll need to sign in or create an account to connect with an expert.
You enter the Form 1099-R as received. The taxable amount in box 2a is entered on your tax return as ordinary income.
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
You will enter both of those amounts when you enter your 1099-R. TurboTax will ask you to enter the amounts that you are referring to in boxes 1 and 2 of your 1099-R.
To enter your retirement income, follow the steps below:
Review the TurboTax articles Where do I enter my 1099-R? for more information.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
LK45
Level 1
jeannettebiddle3106
New Member
NMyers
Level 1
kashyapvijay
Level 2
That
Level 2