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To enter the information from your 1099-R in TurboTax, please follow these steps:
To enter a 1099-R in Online TurboTax, here's a shortcut to the Retirement Income section:
When you get to the entry page, a screen "Lets import your tax information" may ask you to enter a bank/financial institution name or to click on a financial institution's logo. That is optional and only if you want to import it, and in order to import, the institution has to be an import partner with TurboTax. If you don't want to import it, or if your institution doesn't participate, scroll down to the bottom right of that screen and choose "I'll type it in myself." You'll then be able to enter the financial institution and the info from your 1099-R.
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