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New Member
posted Apr 24, 2021 5:25:36 PM

How to input 1099-r on my tax form

I have input social security income but now have other pension to enter on my tax form and I can’t input manually.   Help

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3 Replies
Level 15
Apr 24, 2021 5:27:28 PM

Go to Federal > Wages and Income > Retirement.

New Member
Apr 24, 2021 5:31:58 PM

Still waiting for assistance .  I’m trying to input)  additional income(1099r)on tax form but keep getting directed to other areas.  I want to input my 1099r Manuel since I have it in my hands

 

Level 15
Apr 24, 2021 5:33:43 PM

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

 

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.