turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I file a 1099r

How do I file a 1099r on turbo tax
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I file a 1099r

To enter a 1099-R in Online TurboTax, here's a shortcut to the Retirement Income section:

 

  • Open your return, if not already open.
  • At the top click on the Search tab.
  • Enter the term 1099-R without quotes and then click the blue magnifying glass icon.
  • Choose Jump to 1099-R.

When you get to the entry page, it may ask you to enter a bank/financial institution name or to click on a financial institution's logo. That is if you want to import it, and the institution has to be an import partner with TurboTax. If you don't want to import it, scroll down to the bottom right of that screen and choose "I'll type it in myself."

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question