To enter a form 1099-R for your retirement plan activity, follow the steps below. Take care answering the questions after entering the form; this is how you tell the software the details of your situation. Login and click 'Take me to my return' Select the 'Federal Taxes' tab and then click the 'Wages & Income' tab below it If you have the blue button 'Check for more income' click it and then click 'Skip to see all income' Scroll down to 'Retirement Plans and Social Security' and click the blue hyperlink 'Show more' Click 'Start' or 'Revisit' next to 'IRA, 401(k), Pension Plan Withdrawals (1099-R)'Next, you'll be able to start entering your form. You'll have the option to import it or you can simply select "I'll type it in myself." Be careful to enter your code in box 7 and that the questions that follow carefully.If you started entering a 1099-R and you aren't getting the results you expected, I recommend deleting the form and adding it again. Be sure to answer the questions that follow the form, all the way through in one sitting. After you've entered one form 1099-R, when you follow the steps above, at step #6 you'll be at a summary page listing the form 1099-Rs and you can click "Delete" next to the form.

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andrewrschaale

Level 2

Solved

Where can I add 1099-R that I got back

Forum|Forum|7 years ago
June 1, 2019
6 replies
0 views

No text available

TurboTax Deluxe Online

Best answer by

To enter a form 1099-R for your retirement plan activity, follow the steps below. Take care answering the questions after entering the form; this is how you tell the software the details of your situation.

Login and click 'Take me to my return'
Select the 'Federal Taxes' tab and then click the 'Wages & Income' tab below it
If you have the blue button 'Check for more income' click it and then click 'Skip to see all income'
Scroll down to 'Retirement Plans and Social Security' and click the blue hyperlink 'Show more'
Click 'Start' or 'Revisit' next to 'IRA, 401(k), Pension Plan Withdrawals (1099-R)'
Next, you'll be able to start entering your form. You'll have the option to import it or you can simply select "I'll type it in myself." Be careful to enter your code in box 7 and that the questions that follow carefully.

If you started entering a 1099-R and you aren't getting the results you expected, I recommend deleting the form and adding it again. Be sure to answer the questions that follow the form, all the way through in one sitting. After you've entered one form 1099-R, when you follow the steps above, at step #6 you'll be at a summary page listing the form 1099-Rs and you can click "Delete" next to the form.

Anonymous

That you got back? A 2016 1099-R for retirement plan activity?

andrewrschaaleAuthor

Level 2

Is there an easy way for me to add the information on a 1099R

Anonymous

Yes, choose "I'll type it in myself". Usually there's only the company info, one number and a code in box 7. See instructions below.

andrewrschaaleAuthor

Level 2

that worked, thanks

Anonymous

Good. You're most welcome.

Anonymous

Answer

Login and click 'Take me to my return'
Select the 'Federal Taxes' tab and then click the 'Wages & Income' tab below it
If you have the blue button 'Check for more income' click it and then click 'Skip to see all income'
Scroll down to 'Retirement Plans and Social Security' and click the blue hyperlink 'Show more'
Click 'Start' or 'Revisit' next to 'IRA, 401(k), Pension Plan Withdrawals (1099-R)'
Next, you'll be able to start entering your form. You'll have the option to import it or you can simply select "I'll type it in myself." Be careful to enter your code in box 7 and that the questions that follow carefully.