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posted Mar 30, 2025 7:52:06 PM

Will Turbotax load Form RRB-1099-R? Why does it load Form 1099-R instead? Where then can I enter my Form RRB-1099-R information?

Where in Turbotax can I load Form RRB-1099-R information?

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1 Replies
Level 15
Mar 30, 2025 8:04:00 PM

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select RRB-1099-R you received and Continue