Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Showing results for 
Search instead for 
Did you mean: 
New Member

When do I input the 1099-R form?

1 Reply
Intuit Alumni

When do I input the 1099-R form?

Income shown on the 1099-R 2018 has to be included in your tax return in 2018.  Please follow these instructions to enter your Form 1099-R :

  • Login to your TurboTax Account
  • Click "Take Me To My Return"
  • Click "Federal" from the left side of your screen
  • Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  • Click "I'll Type it Myself"
  • Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  • Click "Continue"
  • From here TurboTax will walk you through entering your Form 1099-R
Dynamic AdsDynamic Ads
Privacy Settings