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New Member
posted Jun 5, 2019 3:07:34 PM

When do I input the 1099-R form?

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1 Replies
Expert Alumni
Jun 5, 2019 3:07:35 PM

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