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.
- 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.