If you are currently working on your return, to enter your 1099-R, please complete the following steps below:
-
Sign in to TurboTax (if you're not
already signed in)
- Click on
the Take me to my Return button
- Click
on Federal Taxes tab
- Click
on Wages and Income tab
- Scroll
down to Retirement Plans and Social Security
- Click on
the Start/Update button next
to IRA, 401(k), Pension Plan Withdrawals (1099-R) and follow the
Interview questions.
If you are currently working on your return and need to add another 1099-R, please follow these
steps:
-
Sign in to TurboTax (if you're not
already signed in)
- Click on
the Take me to my Return button
- Click on Federal Taxes tab
- Click on Wages and Income tab
- Click
on Edit/Add (next
to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click
on Add Another 1099-R and
follow the Interview questions.
If you have already e-filed or mailed the return, then you will need to
wait until the IRS has accepted or rejected that return before you
can make any changes.
- If
they reject it, then
just make the needed changes (add 1099-R) and re-submit the
return.
- If
they accept it, then you
will need to wait until you have received your refund and then amend that
return to make changes (add 1099-R). You will need to send in any forms that
caused the need for an amendment (Original 1040 Form, new 1040X Form and 1099-R).
Print, sign and mail your forms to the IRS.
Click here for instructions for amending a return.
