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Click this link for the steps to Enter a DFAS 1099-R.
Pay close attention to the questions you are asked in TurboTax as you enter (and afterward).
Let us know if you need more help.
Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start
If you are filing a Joint return be sure to pick which person it is for.
Then pick who sent it to you.
If it wants you to import it.......It's just as fast and easier to manually enter your W2 or 1099. 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
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