After entering one 1099-R press the "add another 1099-R" button.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]
If I receive multiple RMD from the same financial institution (I have 8 1099-R forms) and the Tax ID is the same for all as well as the distribution code and info, can I combine all the amounts into one form on Turbo Tax?
Are they all for the same IRA or 401K account? Why did you get 8? Enter each one separately.