To enter a 1099-R in Online TurboTax, here's a shortcut to the Retirement Income section:
- Open your return, if not already open.
- At the top click on the Search tab.
- Enter the term 1099-R without quotes and then click the small magnifying glass icon.
- Choose Jump to 1099-R.
When you get to the entry page, a screen "Lets import your tax information" may ask you to enter a bank/financial institution name or to click on a financial institution's logo. That is optional and only if you want to import it, and in order to import, the institution has to be an import partner with TurboTax. If you don't want to import it, or if your institution doesn't participate, you can leave that bank/institution field blank and scroll down to the bottom right of that screen and choose "I'll type it in myself." You'll then be able to enter the financial institution or "Payer" shown on your form and the other info from your 1099-R.