How do I enter a 1099R from the California State Teachers; Retirement System

sdinise · ‎February 15, 2026

Retirement systems income

xmasbaby0

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

JamesG1

You may be able to import or upload the IRS form 1099-R. Or type it in by hand.

Follow these steps to report the 1099-R:

Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & income.
Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
At the screen Did you get a 1099-R in 2025?, select Yes.
At the screen Choose all the situations that apply to you, make selection and Continue.
You will be given options:
to connect with your financial accounts,
to upload your form, or
type it in myself.