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Can not find where to enter retirement information, not ss

 
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Can not find where to enter retirement information, not ss

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


Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

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

JamesG1
Employee Tax Expert

Can not find where to enter retirement information, not ss

In TurboTax Online, report the IRS form 1099-R as follows:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Click the down arrow to the right of Retirement Plans Social Security.
  • Click to the right of IRA 401K Pension Plan Withdrawals.
  • Select Add another 1099-R.
  • At the screen Let's import your tax info, select Change how I enter the form.
  • At the screen How would you like to upload your 1099-R, select Type it in myself.
  • At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue.
  • Continue through the entry screens.

In TurboTax Desktop, report IRS form 1099-R as follows:

 

  • Across the top of the screen, click on Federal Taxes.
  • At the top of the screen click on Wages & Income.
  • Select I'll choose what I work on.
  • At the screen How do you want to enter your income?, click I'll choose what I work on.
  • Click to the right of IRA, 401K, Pension Plan withdrawals.
  • At the screen Let Us Enter Your 1099-R, select I'll type it in myself.
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