My investments are the same as last year. how do I just type the dollar amounts from the boxes on my 1099-R

wjwp39 — Mon, 23 Feb 2026 13:22:19 GMT

Re: My investments are the same as last year. how do I just type the dollar amounts from the boxe...

MonikaK1 — Sun, 05 Feb 2023 01:33:56 GMT

In TurboTax Online, under Wages and Income:

Go to IRA, 401(k), Pension Plan Withdrawals (1099-R)
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

See this help article for more information.

fanfare — Sun, 05 Feb 2023 04:55:26 GMT

to type only the dollar amounts, you must import your prior year tax return and retain the 1099-R document from that custodian.

This is done when you start.