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iltm
Level 3

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

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

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

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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

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

iltm
Level 3

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

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

 

iltm
Level 3

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

Thank you VolvoGirl:)

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