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sandy-br
New Member

the system will not let me add the updated amount for my pension for 2024.

 
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1 Reply
JamesG1
Expert Alumni

the system will not let me add the updated amount for my pension for 2024.

Not sure what is meant by and "updated amount for my pension".  Please clarify.

 

In TurboTax Online, report a pension or retirement distribution reported on the IRS form 1099-R as follows:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Click the down arrow to the right of Retirement Plans Social Security.
  • Click to the right of IRA 401K Pension Plan Withdrawals.
  • Select Add another 1099-R.
  • At the screen Let's import your tax info, select Change how I enter the form.
  • At the screen How would you like to upload your 1099-R, select Type it in myself.
  • At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue.
  • Continue through the entry screens.
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