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shoeppner0408
New Member

I need to go back to the pensions, IRA page. How can I do this?

I forgot to add the 1099-R form information.  how can I do this?
1 Reply
VolvoGirl
Level 15

I need to go back to the pensions, IRA page. How can I do this?

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 on the left side
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.
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