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I have my 2024 1099R and have uploaded the pdf file onto turbo tax. How do I ender the numbers into my tax form? I was provided a link but that wasn't helpful.

 
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MarilynG1
Employee Tax Expert

I have my 2024 1099R and have uploaded the pdf file onto turbo tax. How do I ender the numbers into my tax form? I was provided a link but that wasn't helpful.

Although you can import financial documents from a financial institution, you can't upload a PDF copy of your 1099-R into TurboTax.

 

If you did import your 1099-R, in the Wages & Income section, scroll down to Retirement Plans & Social Security > IRA, 401K, Pension Plan Withdrawals (1099-R), and choose Add/Edit/Update (depending on which version of TurboTax you're using).

 

At the 1099-R Summary page, you should see your 1099-R if your import was successful, and you won't need to enter anything additional.  If not, choose Add Another 1099-R, and either re-try your import, or 'I'll type it in myself' to enter the info from your 1099-R.

 

Here's more info on How to Enter Form 1099-R

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