You'll need to sign in or create an account to connect with an expert.
You just enter the 1099R. It will ask you follow up questions like if it was a RMD and how much.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
luol2016
Returning Member
BanjoBennyBoy
New Member
akriegeeer
Level 1
NITAMYERS
Returning Member
StepByStep
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.