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New Member
posted Feb 3, 2021 2:14:21 PM

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

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2 Replies
Level 15
Feb 3, 2021 2:16:14 PM

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.

Level 15
Feb 3, 2021 2:19:34 PM

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