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New Member
posted Apr 6, 2021 2:40:20 PM

How do I enter my 1099R from fidelity investments ?

where on turbotax free edition do I enter the information on  my 1099 R ?

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2 Replies
Level 15
Apr 6, 2021 2:41:46 PM

Federal > Wages and Income > Retirement

Level 15
Apr 6, 2021 2:43:54 PM

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 Tab or Personal (Home & Business)

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.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself