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dhl3
Level 2

How do i enter in my 1099-R? This form is not listed as an option to enter manually in my investment income section

 
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2 Replies

How do i enter in my 1099-R? This form is not listed as an option to enter manually in my investment income section

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.**
CesarJ
Employee Tax Expert

How do i enter in my 1099-R? This form is not listed as an option to enter manually in my investment income section

Here's how to enter your 1099-R in TurboTax:

 

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R  > press enter and select the Jump to link in the search results. (be sure to use the dash)
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. 

@dhl3 

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