topic Where do I enter 1099-R information in Retirement tax questions

Where do I enter 1099-R information

mortymoose — Mon, 09 Mar 2026 10:11:50 GMT

where to enter retirement annuity amount

Re: Where do I enter 1099-R information

LenaH — Sun, 17 Apr 2022 11:05:57 GMT

Here's how to enter your 1099-R:

Sign in to your TurboTax account
Open (continue) your return, if you don't already have it open
Locate the search bar by the magnifying glass icon. Search for 1099-R and select the Jump to link in the search results
Answer Yes on the screen, Did you get a 1099-R?
- If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R:
- If your financial institution is a TurboTax 1099 partner, you can import your form. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
- If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
Continue answering the questions to enter or review the info from your 1099-R

Re: Where do I enter 1099-R information

Nanasknickers — Mon, 18 Apr 2022 16:11:57 GMT

I do not have my 1099-R W2 form although I know my exact pension for 2020 from Wells Fargo Bank. (Pension for USPS) What is the address of payer, payer tin, and distribution code?

Re: Where do I enter 1099-R information

DoninGA — Mon, 18 Apr 2022 16:14:24 GMT

@Nanasknickers wrote:

I do not have my 1099-R W2 form although I know my exact pension for 2020 from Wells Fargo Bank. (Pension for USPS) What is the address of payer, payer tin, and distribution code?

You must use the Form 1099-R. Contact the plan administrator for your pension for how to get the Form 1099-R.