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Where do I enter my 1099R amounts in TurboTax Deluxe2024?

I have two separate 1099R distributions, my TurboTax Deluxe 2024 does show where to enter the distributions. Can you help?
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2 Replies
DawnC
Expert Alumni

Where do I enter my 1099R amounts in TurboTax Deluxe2024?

When you are asked if you received any retirement distributions, answer YES.   Enter the first 1099-R and answer any follow up questions.  Then when you are done, click on Add another 1099-R and enter the second one.   You will answer follow-up questions for each form.  

 

Where do I enter a 1099-R?

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Where do I enter my 1099R amounts in TurboTax Deluxe2024?

Dawn is correct.  Just double check your 1040 line 4a & 4b. 

We have several MRD's from IRA's and retirements funds that are classified as pensions or annuities as well as Social Security.  Be sure you get them on the correct line.

If you a Qualified Charitable Donation, double check to be sure that credit is still there before filing.

For the second year in a row, that disappeared as I was working on other parts of the 1040. 

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