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Where do I file my 1099 form from fidelity?

1 Reply
Level 2

Where do I file my 1099 form from fidelity?

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Then answer Yes, and click Continue and follow the on-screen instructions to either import or type in your 1099-R form.

Alternate Instructions: 

  • Click My Account (Top right of your screen).
  • Select Tools.
  • In the pop up window, select Topic Search
  • In the search bar, type in 1099r.  
  • Highlight it and select GO, and follow the prompts
If you've already previously entered this form, you'll come to the Your 1099-R Entries screen. Here, you can either edit an existing 1099-R entry, or click Add Another 1099-R to add another one.
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