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How do I add a second 1099-R?

 
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1 Reply
MindyB
Expert Alumni

How do I add a second 1099-R?

You can input your second 1099-R.

 

Here is how to do this in TurboTax Online manually (or you can choose to import instead):

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R
  • Select "Change how I enter my form"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info, and continue through the rest of the interview

 

 

 

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