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DUGNBECKY
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WHERE IS 1099R INFORMATION ENTERED

 
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WHERE IS 1099R INFORMATION ENTERED

Are you using Online TurboTax?   To enter a 1099-R in Online TurboTax, here's a shortcut to the Retirement Income section:

 

  • Open your return, if not already open.
  • At the top click on the Search tab.
  • Enter the term 1099-R without quotes and then click the adjacent magnifying glass icon.
  • Choose Jump to 1099-R.

When you get to the entry page, it may ask you to enter a bank/financial institution name or to click on a financial institution's logo. That is if you want to import it, and the institution has to be an import partner with TurboTax. If you don't want to import it, just leave that blank and scroll down to the bottom right corner of that screen and choose "I'll type it in myself."

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