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New Member
posted Feb 25, 2022 1:52:54 PM

Where do I enter data from Form 1099-R from DFAS (Defense Finance and Accounting Service)

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2 Replies
Expert Alumni
Feb 25, 2022 2:20:43 PM

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. 

Level 15
Feb 25, 2022 2:24:04 PM

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