Where are the 1099-R forms entered?

Forum|Forum|4 months ago
April 8, 2026
2 replies
83 views

1099-R forms are not requested by Turbotax Online processes.

TurboTax Online

MinhT1

Level 15

You can enter your form 1099-R by following the instructions in this TurboTax Help article.

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DoninGA

Level 15

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Online editions -

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue