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New Member
posted Mar 3, 2025 7:30:19 AM

how do I enter three 1099-R forms in turbo tax premium?

I entered one 1099-r but I could not determine how to enter the other two I need to enter.

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2 Replies
Expert Alumni
Mar 3, 2025 7:33:53 AM

Here is how to do this in TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R
  • Select "Change how I enter my form"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info, and continue through the rest of the interview

 

 

 

Level 15
Mar 3, 2025 7:35:53 AM

Using the Premium online edition, click on Federal on the left side of the online program screen

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on Revisit

On the screen Review your 1099-R info, click on the button Add another 1099-R