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wkayb
New Member

I have 3 retirement plans . Where do I add those to my forms

I have 3 retirement plans with the distribution code 7.  Where do I add this additional income?
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1 Reply
LindaA
Expert Alumni

I have 3 retirement plans . Where do I add those to my forms

Code 7 means these are normal distributions from your retirement plan(s). 

To enter your retirement plan distributions, reported on Form 1099-R:

  •  Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in, click Take me to my return.)
  • Click My Account (top right of your screen).
  • Select Tools.In the pop-up window, select Topic Search
  • In the search bar, type 1099-r
  • In the results box, highlight 1099-r, then click GO.
  • Follow the onscreen instructions. When you are finished entering your first 1099-R, you'll see Your 1099-R Entries. (Click the screenshot below to enlarge it for reference.) Click +Add another 1099-R and continue through the interview to add the second 1099-R. 
  • Repeat the process again to add a third 1099-R, and so on. When you are finished adding your 1099-Rs, click Continue to answer the follow-up questions for the retirement distributions.

Note: If using the TurboTax CD/Download software, you'll use the Find function (instead of "My Account") to search for the topic.


Where do I enter my 1099-R?  https://ttlc.intuit.com/replies/4194737

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