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How do I get to 1099r and out of w2s

 
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IreneS
Intuit Alumni

How do I get to 1099r and out of w2s

UPDATED FOR TAX YEAR 2019

 

To enter the information from your 1099-R in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income].
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).  
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.

 

[Edited | 4/2/2020 |  12:53pm PDT]




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1 Reply
IreneS
Intuit Alumni

How do I get to 1099r and out of w2s

UPDATED FOR TAX YEAR 2019

 

To enter the information from your 1099-R in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income].
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).  
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.

 

[Edited | 4/2/2020 |  12:53pm PDT]




**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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