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Best way to fill out a 1099R on TurboTax

 
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RachelW33
Employee Tax Expert

Best way to fill out a 1099R on TurboTax

The best way to fill out a Form 1099-R in TurboTax Online is to follow these steps:

 

  1. Sign in to TurboTax and choose continue or Pick up where you left off
  2. On the left side bar, choose Federal and then Wages & Income
  3. Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security
  4. Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Answer YES on the screen Did you get a 1099-R in 2024?
  6. On the Let's import your tax info screen, Choose the box Change how I enter my form
  7. On the How would you like to upload your 1099-R? screen, choose the Type it in myself box
  8. Choose the 1099-R box associated with your form. (Most will be the 1st box) and click Continue
  9. From here you can enter the information from your Form 1099-R
  10. Walk through all of the follow-up questions until complete
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