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The list of investment types does not include 1099-R, won't let me continue until I select one listed - 1099-INT, 1099-DIV, 1099-B, 1099-K, 1099-S

says "we'll come back to add other types later", but will not continue until I select one of the ones listed
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JamesG1
Expert Alumni

The list of investment types does not include 1099-R, won't let me continue until I select one listed - 1099-INT, 1099-DIV, 1099-B, 1099-K, 1099-S

IRS form 1099-R is found at a different location.  In TurboTax Online Deluxe, access IRS form 1099-R by following these steps:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Scroll down to Retirement Plans Social Security.  Click the down arrow to the right.
  • Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
  • At the screen Let's import your tax info, select the provider.
  • Follow the screens to download the 1099-R retirement income.
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