Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 23, 2023 12:00:38 AM

How do I file a 1099-r form?

How do I file a1099-r form?

0 1 419
1 Replies
Expert Alumni
Feb 23, 2023 5:00:18 AM

The 1099-R represents a withdrawal from a retirement fund regardless of if it is a pension or individual IRA.

 

On sidebar 

  1. Select Federal 
  2. Wages & Income 
  3. Select Wages and Salaries, or Revisit 
  4. Scroll to Retirement Plans and Social Security
  5. Select the type of income
    1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
    2. Social Security (SSA-1099, RRB-1099)
    3. Canadian Registered Pension Income
  6. At this point you can edit an existing document of [Add another 1099-R]
  7. If a new 1099-R continue to Let's import your tax info
  8.  You can import by selecting your provider 
    1. Follow the instructions
  9.  or [Change how I enter my form]
  10. [Type it Myself]
  11. Post your information.