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Where do I enter retirement 1099R

 
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Where do I enter retirement 1099R

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
DavidD66
Expert Alumni

Where do I enter retirement 1099R

To enter your Form 1099-R in TurboTax, 

 

  • Go to Tax Home
  • Select Income and click on the drop down arrow
  • Select "IRA, 401(k), Pension Plan Withdrawals (1099-R)" and click on the pencil icon
  • The next screen will ask you "Did you get a 1099-R in 2024?"  Answer Yes
  • The next few screens will guide you through either importing, uploading, or manually entering your Form 1099-R my form" 
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