topic Where and How we can import 1099-R, it might nontaxable such like annuity, on Fed/state, or Roth IRA conversion nontaxable on some states? Turbotax 2025 only gives 1099-int, 1099-div, 1099-B, 1099-DA, and 1099-S only? in Get your taxes done using TurboTax

Where and How we can import 1099-R, it might nontaxable such like annuity, on Fed/state, or Roth IRA conversion nontaxable on some states? Turbotax 2025 only gives 1099-int, 1099-div, 1099-B, 1099-DA, and 1099-S only?

YEDAV — Wed, 25 Feb 2026 22:40:50 GMT

Re: Where and How we can import 1099-R, it might nontaxable such like annuity, on Fed/state, or R...

JamesG1 — Wed, 25 Feb 2026 22:43:51 GMT

In TurboTax Online, follow these steps to report IRS form 1099-R:

Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & income.
Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
At the screen Did you get a 1099-R in 2025?, select Yes.
At the screen Choose all the situations that apply to you, make selection and Continue.
You will be given options:
to connect with your financial accounts,
to upload your form, or
type it in myself.

Re: Where and How we can import 1099-R, it might nontaxable such like annuity, on Fed/state, or Roth IRA conversion nontaxable on some states? Turbotax 2025 only gives 1099-int, 1099-div, 1099-B, 1099-DA, and 1099-S only?

DoninGA — Wed, 25 Feb 2026 22:47:06 GMT

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 2025? Click on Yes
On the screen Save time and connect your financial accounts Click on Connect

On the screen Let's find your account, select or enter the name of your financial institution