topic Re: How do i import 1099-r? in Get your taxes done using TurboTax

How do i import 1099-r?

nauvooandstar — Thu, 12 Mar 2020 16:09:18 GMT

ReginaM — Thu, 12 Mar 2020 16:26:45 GMT

Here is how you import your 1099-R in TurboTax,

1. While in your Tax Home,

2. Select Search from the top right side of your screen,

3. Enter 1099-R,

4. Select Jump to 1099-R

5. Follow the On-Screen Prompts to complete this section. TurboTax will walk you through

the import of your 1099-R from here.

Anonymous — Thu, 12 Mar 2020 19:23:41 GMT

note that not all financial institutions have partnered with TT to allow import of the tax documents.

HarryK — Mon, 21 Feb 2022 01:03:15 GMT

No. When I do Search "1099-R" there is no "Jump to 1099-R" offered.

FangxiaL — Mon, 21 Feb 2022 02:39:33 GMT

Follow this step to get to the Jump to 1099-r link:

First you need to open your tax return (within your federal taxes)
In the search box, type 1099-r and hit the Enter key, you should be able to see the Jump to form 1099-r link.

virdils1941 — Wed, 22 Feb 2023 18:45:46 GMT

Hi Regina

I am using Turbotax Premier 2022. I followed your instructions steps 1-4. I did not get step 5 per your instructions.

I also tried typing rrb-1099-r in search and followed Jump to rrb-1099-r but did not get any prompts to import 1099-R's

EbonyA — Wed, 22 Feb 2023 20:26:42 GMT

You may review this resource @virdils1941.