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Level 1
June 6, 2019
Question

How do I "ADD" a new 2018 1099-R?

  • June 6, 2019
  • 1 reply
  • 8 views
How do I "ADD" a new 2018 1099-R in Turbo Tax?

1 reply

DoninGA
Level 15
Level 15
June 6, 2019

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R