Yes, you need to enter the 1099-R on your taxes.
To enter your 1099-R, please follow these steps in TurboTax Online:
- Sign in to TurboTax and choose continue or Pick up where you left off
- On the left side bar, choose Federal and then Wages & Income
- Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security
- Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Answer YES on the screen Did you get a 1099-R in 2024?
- On the Let's import your tax info screen, Choose the box Change how I enter my form
- On the How would you like to upload your 1099-R? screen, choose the Type it in myself box
- Choose the 1099-R box associated with your form. (Most will be the 1st box) and click Continue
- From here you can enter the information from your Form 1099-R
- Walk through all of the follow-up questions until complete
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