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R
renosja
Level 1
January 31, 2021
Question

How do I enter multiple 1099R returns?

  • January 31, 2021
  • 2 replies
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2 replies

VolvoGirl
VolvoGirl
Level 15
January 31, 2021

Enter them separately, one at a time.

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

SteamTrain
SteamTrain
Level 15
January 31, 2021

...and to be clear.....just in case your intentions aren't clear...

 

You enter and file all your 1099-R forms, on one single tax return.   

All your income must be included and filed on the one tax data submission  (your tax return)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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