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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