Please follow these instructions to add a 1099-R: Login to your TurboTax Account Click "Work on other tax breaks" Click "Federal" from the left side of your screen Click "Wages & Income" on the top Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" Answer "Yes" to the question "Did You Have Any of These Types of Income?" Click "I'll Type it Myself" Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." Click "Continue" From here TurboTax will walk you through entering your Form 1099-R If have more than one 1099-R then click on "+Add another 1099-R" on the "Your 1099-R Entries" screen

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alishapeoples

Level 1

Question

How can I add a 1099-r

Forum|Forum|6 years ago
January 24, 2020
4 replies
29 views

No text available

TurboTax Free Edition Online

DanaB27

Employee Tax Expert

Please follow these instructions to add a 1099-R:

Login to your TurboTax Account
Click "Work on other tax breaks"
Click "Federal" from the left side of your screen
Click "Wages & Income" on the top
Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
Answer "Yes" to the question "Did You Have Any of These Types of Income?"
Click "I'll Type it Myself"
Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
Click "Continue"
From here TurboTax will walk you through entering your Form 1099-R
If have more than one 1099-R then click on "+Add another 1099-R" on the "Your 1099-R Entries" screen

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88windmillsok

Level 2

your solution to my uploading problem is not what I am looking for at this time. I would like to upload 2019 tax form in to my 2020 tax form to simplify typing. My health at my age restrict me from doing a lot of typing.

DoninGA

Level 15

@88windmillsok wrote:

your solution to my uploading problem is not what I am looking for at this time. I would like to upload 2019 tax form in to my 2020 tax form to simplify typing. My health at my age restrict me from doing a lot of typing.

If and only IF your Form 1099-R is available from a TurboTax import partner then you can import the 1099-R.

See this TurboTax support FAQ for importing a 1099 - https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/01/26254

88windmillsok

Level 2

when I installed my software, I chicked on upload prior year taxes. I my passed years in using turbo tax, it would be done, with no problems, but now for some unknown reason it has been difficult all the way. I need help