The box 1 of the IRS form 1099-R flows to box 5a of the IRS form 1040.
Box 2a of the IRS form 1099-R flows to box 5b of the IRS form 1040.
In TurboTax Online, report the IRS form 1099-R as follows:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Click the down arrow to the right of Retirement Plans Social Security.
- Click to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Let's import your tax info, select the provider.