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wjwp39
New Member

My investments are the same as last year. how do I just type the dollar amounts from the boxes on my 1099-R

 
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2 Replies
MonikaK1
Employee Tax Expert

My investments are the same as last year. how do I just type the dollar amounts from the boxes on my 1099-R

Here's how to enter the information on your Forms 1099-R:

In TurboTax Online, under Wages and Income:

 

  1. Go to  IRA, 401(k), Pension Plan Withdrawals (1099-R)
  2. Answer Yes on the screen, Did you get a 1099-R?
  3. If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
  4. Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
  5. If your financial institution is a TurboTax 1099 partner, you can import your form.
  6. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
  7. If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
  8. Continue answering the questions to enter or review the info from your 1099-R

See this help article for more information.

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My investments are the same as last year. how do I just type the dollar amounts from the boxes on my 1099-R

to type only the dollar amounts, you must import your prior year tax return and retain the 1099-R document from that custodian.

This is done when you start.

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