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New Member
posted Apr 8, 2025 1:53:29 PM

the system will not let me add the updated amount for my pension for 2024.

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1 Replies
Expert Alumni
Apr 8, 2025 2:42:17 PM

Not sure what is meant by and "updated amount for my pension".  Please clarify.

 

In TurboTax Online, report a pension or retirement distribution reported on the IRS form 1099-R as follows:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Click the down arrow to the right of Retirement Plans Social Security.
  • Click to the right of IRA 401K Pension Plan Withdrawals.
  • Select Add another 1099-R.
  • At the screen Let's import your tax info, select Change how I enter the form.
  • At the screen How would you like to upload your 1099-R, select Type it in myself.
  • At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue.
  • Continue through the entry screens.