How do I get to 1099r and out of w2s

[IreneS · Accepted solution]

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]