Need input my Prudential 1099R
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
pauldgilson
New Member

Need input my Prudential 1099R

Need to add my Prudential 1099R
2 Replies
SweetieJean
Level 15

Need input my Prudential 1099R

Have you filed yet?  If not, go to Federal > Wages and Income > Retirement.

DawnC
Employee Tax Expert

Need input my Prudential 1099R

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Did you get a 1099-R? screen.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select which option matches your form and Continue.

If you have already filed a tax return for 2020, you will need to file an amended tax return to add the 1099-R.   The amendment (Form 1040X) will be later this month.  

 

If you took money out of retirement for reasons related to COVID-19, you won’t pay a penalty and you can spread out the taxes over 3 years, with an option to pay back what you took out. Learn more.   

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Dynamic AdsDynamic Ads
v
Privacy Settings