Yes, you're required to report a 1099-R on your tax return. You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report it, even if the distribution isn't taxable.
To enter the form if you didn't submit your return:
- Navigating to 1099-R:
- From Tax Home, select Wages & Income.
- Scroll down to the Retirement Plans and Social Security section.
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
- Searching 1099-R:
- Open the tax return in progress.
- Select the Search icon (magnifying glass) in the top right corner of the display.
- In the search bar, enter 1099-R.
- Select the Jump to 1099-R link.
If you filed your return, you need to amend it to add form 1099-R:
- You must first wait until the initial return is completely processed.
- You will have to use the same TurboTax account that you used for the original tax return.
- Once you begin your amendment, you'll see your original return.
- The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
- Only make changes to the areas of your return that need to be corrected.
- You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Select your product below and follow the instructions.
Amend TurboTax Online
Amend TurboTax CD/Download
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