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Follow the steps below to enter a 1099-R in TurboTax:
The response was complete garbage.
"scroll to retirement income section, click SHOW MORE"
That's the entire thing.
There is no SHOW MORE.
I updated the program today, so it's not that it's out of date.
Do better.
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
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2024? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add 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
After you click on Type it in myself the following screen asks who the form belongs to -
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