Follow the directions below to enter your 1099-R form.
- Log in and click take me to my return (unless already in).
- Click the Federal tab on the left side of the screen.
- On the next screen, scroll down to see all income.
- Select Show More beside Retirement Plans and Social Security
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Click Start beside IRA, 401(k), Pension Plan Withdrawals (1099-R).
When you enter your 1099-R form into TurboTax the code 4 in box 7 will let TurboTax know that this distribution was received from a deceased taxpayer. You will also be prompted to answer questions related to what type of distribution it was.