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New Member
posted May 17, 2021 11:35:06 AM

How do I upload my 1099-R Retirement income?

They website states that they have review my State Tax and Federal Tax, however it didn't allow me to upload my  1099-R

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2 Replies
Level 15
May 17, 2021 11:45:29 AM

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.

Expert Alumni
May 17, 2021 11:49:33 AM

If you aren't able to upload your 1099-R then you can enter it manually. Please follow these steps: 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. On the "Let's import your tax info" screen click "Change how I enter my form"
  5. On the "How do you want to enter your 1099‑R?" screen click "Type it in myself"