Skip to main content

2 replies

Level 15
June 3, 2019

In TurboTax, you can enter your form 1099-R by following these steps:

  • In TurboTax, open your tax return
  • Click on Federal in the left-hand column, then on Wages & Income on top of the screen
  • Scroll down to All Income, locate the section Retirement Plans and Social Security and click on Show more
  • Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
DoninGA
Level 15
Level 15
June 3, 2019

To enter 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

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R