Need to add another 1099r?

Forum|Forum|5 months ago
March 11, 2026
2 replies
29 views

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TurboTax Online

DoninGA

Level 15

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

Online editions -

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload 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

MinhT1

Level 15

After entering the first form 1099-R, continue until you arrive at a page titled Review your 1099-R Summary. Click on + Add another 1099-R. Then on the page titled Who does this 1099-R belongs to?, make sure you choose the correct spouse.

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