You'll need to sign in or create an account to connect with an expert.
No it's not a W2. It goes in its own place.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
No---do not enter a 1099R like a W-2.
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.
Use this link for instructions on entering your 1099-R - there is a special place to enter these in Retirement Income - do not enter it as a w-2. Where do I enter a 1099-R?
Here's where to enter your 1099-R in TurboTax:
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
Dads Helper
New Member
quinlivan1240
New Member
nago870285
Level 1
jlf_spain
Level 1
Eddie 3
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.