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Turbo Tax did not allow me to enter information from my 1099-R. What should I do?

 
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1 Reply
DanaB
Expert Alumni

Turbo Tax did not allow me to enter information from my 1099-R. What should I do?

Please try these instructions:

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  6. Click "I'll Type it Myself"
  7. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  8. Click "Continue" and enter the information from your 1099-R

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