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How do i file 1099-r fund ?

 
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1 Reply
DawnC0
Intuit Alumni

How do i file 1099-r fund ?

You only report information on retirement accounts for distributions reported on 1099-R.  To enter this in TurboTax, follow these instructions.  Sign in to your TurboTax Online account, and click on ''Take me to my return.''

  • Click on Federal Taxes (use top left corner menu on the mobile app)
  • Click on Wages and Income
  • Retirement Plans and Social Security 
  • IRA, 401(k), Pension Plan Withdrawals (1099-R) - Start

Enter your details exactly as they appear on your form.  

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