turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Can i enter my 1099r myself, i don't want to enter my id or my password for my retirement account?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Can i enter my 1099r myself, i don't want to enter my id or my password for my retirement account?

Yes some of us recommend manually entering it.  One user just found it didn't import his 1099R right.

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

Can i enter my 1099r myself, i don't want to enter my id or my password for my retirement account?

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 2020?  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

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies