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edshaz
New Member

I am trying to enter a 1099R defense finance and accounting info and i cant

trying to add a 1099R
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2 Replies
SharonD007
Expert Alumni

I am trying to enter a 1099R defense finance and accounting info and i cant

To enter your 1099-R using TurboTax Online, follow the steps below:

 

  1. Select Federal
  2. Select Wages & Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Add your 1099-R.

Refer to the TurboTax Help article  Where do I enter my 1099-R? for more details.

 

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I am trying to enter a 1099R defense finance and accounting info and i cant

@edshaz 

 

And it cannot be imported directly from DFAS.

 

You have to enter it manually by clicking on text.....such-as "Enter another way" and/or "Type it in myself".

 

And don't try to upload a Picture or PDF of your paper form, since that can introduce some significant errors that are tough to correct.  Just get into the 1099-R area, and  type in the information into the TTX form manually.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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