How do I file 1099-R?

 

You'll get a 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.

 

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

 

1. Open or continue your return in TurboTax and select Search
2. Enter 1099-r and select Jump to 1099-r
3. Answer Yes and continue to either import, upload, or manually enter your form exactly as it appears.

Online editions -

 

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2022? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue