You'll get a 1099-R if you received $10 or more from a
retirement plan. Here's how to enter your pension income in TurboTax:
- Open
(continue) return if you don't already have it open.
- Inside TurboTax, search
for 1099-R or 1099R (lower-case works too) and then click or
tap the "Jump to" link in the search results.
- Answer Yes on the Your 1099-R screen, then click or
tap Continue.
- If you land on the Your
1099-R Entries screen
instead, click or tap Add Another 1099-R.
Select how you want to enter
your 1099-R (import or type it in yourself) and then follow the onscreen
instructions.