Best way to fill out a 1099R on TurboTax

[RachelW33]

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