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Level 3
posted Jan 7, 2025 11:57:09 AM

Does anyone know when the 1099-R Pension Plan tax forms will be uploaded into Turbo Tax? Many thanks in advance.

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1 Best answer
Level 15
Jan 7, 2025 12:09:02 PM

The retirement section in Turbo Tax should be available Jan 11.

4 Replies
Level 15
Jan 7, 2025 12:07:47 PM

Do you mean a 1099R for your own retirement account?  That does not "upload" automatically.   You either have to key it in by hand or import it from the financial institution's web site.  Most will not have them available for import into tax software until sometime in February.

Level 15
Jan 7, 2025 12:09:02 PM

The retirement section in Turbo Tax should be available Jan 11.

Level 3
Jan 7, 2025 12:15:10 PM

No that’s not what I was referring to.  I think another member answered for me.  Thanks

 

Level 3
Jan 7, 2025 12:15:47 PM

Thank you VolvoGirl:)