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New Member
posted Apr 13, 2023 1:45:10 PM

How do I input my own 1099-R without going through digital banking with TurboTax?

How do I put my 1099-R information into TurboTax?

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2 Replies
Level 15
Apr 13, 2023 1:48:03 PM

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or 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 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

Level 15
Apr 13, 2023 1:49:01 PM

  • You are not required to import your 1099R.    You  can click on the words "I'll type it in myself" and just key in the information from your 1099R by hand.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.