topic where in the turbo tax platform do i upload a 1099 R form? in Get your taxes done using TurboTax

where in the turbo tax platform do i upload a 1099 R form?

dianesliwka — Sat, 28 Feb 2026 15:01:01 GMT

Re: where in the turbo tax platform do i upload a 1099 R form?

CesarJ — Sat, 28 Feb 2026 15:04:51 GMT

To Upload a 1099-R

Log into TurboTax:

Under Federal
Select Wages & Income
Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
Now Edit or Add another 1099-R
Select Let's import your tax info or Change How I enter my form
Depending on your choice continue the interview.

Re: where in the turbo tax platform do i upload a 1099 R form?

DoninGA — Sat, 28 Feb 2026 15:06:00 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 Let's import your tax info Click on Connect