You'll need to sign in or create an account to connect with an expert.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2023? Click on Yes
On the next screen click on Continue
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
Yes. You must enter a 1099R for the money you took out of a retirement account. The tax withheld was an estimate, just like when employers withhold tax and put it on a W-2. When all of your income and all of the tax withheld is reconciled by the software calculations you may have a refund or may have tax due.
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.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
Eddie 3
New Member
ja19584
New Member
bethfly
New Member
scotttiger
Level 4
helloTT102
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.