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New Member
posted Jun 3, 2019 10:12:39 AM

Where do I add my 1099R

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2 Replies
Expert Alumni
Jun 3, 2019 10:12:40 AM

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).

Level 15
Jun 3, 2019 10:12:41 AM

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