What is the 1099R?

[TomK]

When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.: https://turbotax.intuit.com/tax-tips/retirement/when-to-use-tax-form-1099-r-distributions-from-pensi...

To enter/edit 1099-R:

1. Open your return (or continue if open).

2. Type “1099-R or 1099R” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to 1099R” link.

4. Answer “Yes” on the “1099-R screen,” then Click “Continue”.  (You can Click on “Add another 1099-R” if you land on 1099-R Entries screen instead.)

5. Select how you want to enter your 1099-R (import or manually), and then follow the onscreen instructions.